Armis Advisers
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Armis Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Armis Advisers’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$273K Sell
5,079
-18
-0.4% -$958 0.02% 399
2026
Q2 		$276K Buy
5,097
+36
+0.7% +$1.88K 0.03% 384
2026
Q1 		$271K Hold
5,061
– – 0.03% 373
2025
Q4 		$226K Buy
+5,061
New +$223K 0.03% 397

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Armis Advisers's ESGE Position: Q3 2026 in Review

Armis Advisers reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.35% in Q3 2026, selling an estimated $958 and leaving 5,079 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #399.

Armis Advisers first reported a position in ESGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2026. 259 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Armis Advisers held 5,079 shares of iShares ESG Aware MSCI EM ETF worth $273K as of Q3 2026.
  • Armis Advisers sold 18 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $958.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #399 holding.
  • Armis Advisers first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
  • Armis Advisers's iShares ESG Aware MSCI EM ETF position peaked at $276K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.