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Barometer Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Barometer Capital Management’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 		– Sell
-71,200
Closed -$1.13M – 136
2025
Q4 		$1.13M Buy
71,200
+62,400
+709% +$2.75M 0.27% 50
2025
Q3 		$382K Buy
8,800
+2,000
+29% +$81.6K 0.09% 116
2025
Q2 		$266K Buy
+6,800
New +$246K 0.07% 136

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Barometer Capital Management's ESGE Position: Q1 2026 in Review

Barometer Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 71,200 shares — an estimated $1.13M sold.

Barometer Capital Management first reported a position in ESGE in Q2 2025 and held it in 3 quarters. The position peaked at $1.13M in Q4 2025. 610 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Barometer Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Barometer Capital Management sold 71,200 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.13M.
  • Barometer Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and held it in 3 quarters.
  • Barometer Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $1.13M in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.