Baldwin Wealth Partners
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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
Q3 		$7.2M Buy
132,951
+2,837
+2% +$151K 0.47% 48
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

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Empirical Wealth Management
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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Baldwin Wealth Partners's ESGE Position: Q3 2026 in Review

Baldwin Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.2% in Q3 2026, buying an estimated $151K and bringing the position to 132,951 shares worth $7.2M. The position accounts for 0.47% of the portfolio, ranked #48.

Baldwin Wealth Partners first reported a position in ESGE in Q1 2024 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Baldwin Wealth Partners held 132,951 shares of iShares ESG Aware MSCI EM ETF worth $7.2M as of Q3 2026.
  • Baldwin Wealth Partners bought 2,837 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $151K.
  • iShares ESG Aware MSCI EM ETF made up 0.47% of Baldwin Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • Baldwin Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.