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Baldwin Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Baldwin Wealth Partners’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
Q2 		$7.12M Buy
130,114
+2,161
+2% +$113K 0.47% 51
2026
Q1 		$5.82M Buy
+127,953
New +$6.05M 0.42% 55
2024
Q4 		– Sell
-210
Closed -$7.65K – 488
2024
Q3 		$7.65K Hold
210
– – ﹤0.01% 832
2024
Q2 		$7.04K Hold
210
– – ﹤0.01% 565
2024
Q1 		$6.77K Buy
+210
New +$6.62K ﹤0.01% 577

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Baldwin Wealth Partners's ESGE Position: Q2 2026 in Review

Baldwin Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.7% in Q2 2026, buying an estimated $113K and bringing the position to 130,114 shares worth $7.12M. The position accounts for 0.47% of the portfolio, ranked #51.

Baldwin Wealth Partners first reported a position in ESGE in Q1 2024 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Baldwin Wealth Partners held 130,114 shares of iShares ESG Aware MSCI EM ETF worth $7.12M as of Q2 2026.
  • Baldwin Wealth Partners bought 2,161 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $113K.
  • iShares ESG Aware MSCI EM ETF made up 0.47% of Baldwin Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Baldwin Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.