Ashton Thomas Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ashton Thomas Private Wealth’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 Q1	$1.01M	Buy	22,163 +3,201	+17%	+$151K	0.02%	534
2025 Q4	$838K	Buy	18,962 +574	+3%	+$25.3K	0.02%	528
2025 Q3	$798K	Buy	18,388 +6,845	+59%	+$279K	0.02%	527
2025 Q2	$452K	Buy	11,543 +708	+7%	+$25.6K	0.02%	612
2025 Q1	$379K	Sell	10,835 -175	-2%	-$6.09K	0.01%	613
2024 Q4	$368K	Buy	+11,010	New	+$388K	0.01%	590
2024 Q3	–	Sell	-99	Closed	-$3.32K	–	990
2024 Q2	$3.32K	Buy	+99	New	+$3.26K	﹤0.01%	1656

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGE Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q1 2026, buying an estimated $151K and bringing the position to 22,163 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #534.

Ashton Thomas Private Wealth first reported a position in ESGE in Q2 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Ashton Thomas Private Wealth held 22,163 shares of iShares ESG Aware MSCI EM ETF worth $1.01M as of Q1 2026.
Ashton Thomas Private Wealth bought 3,201 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $151K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #534 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.