Ashton Thomas Private Wealth
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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
Q3 		$1.12M Sell
20,702
-4,483
-18% -$239K 0.02% 531
2026
Q2 		$1.38M Buy
25,185
+3,022
+14% +$158K 0.03% 474
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Ashton Thomas Private Wealth's ESGE Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 18% in Q3 2026, selling an estimated $239K and leaving 20,702 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #531.

Ashton Thomas Private Wealth first reported a position in ESGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q2 2026. 506 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Ashton Thomas Private Wealth held 20,702 shares of iShares ESG Aware MSCI EM ETF worth $1.12M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 4,483 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $239K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #531 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
  • Ashton Thomas Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $1.38M in Q2 2026.
  • 506 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.