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Baron Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Baron Financial Group’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 		$1.99M Sell
36,366
-6,220
-15% -$325K 0.95% 30
2026
Q1 		$1.94M Sell
42,586
-2,866
-6% -$136K 1.04% 29
2025
Q4 		$2.01M Sell
45,452
-885
-2% -$39K 1.08% 30
2025
Q3 		$2.01M Buy
46,337
+82
+0.2% +$3.35K 1.1% 29
2025
Q2 		$1.81M Sell
46,255
-410
-0.9% -$14.8K 1.06% 30
2025
Q1 		$1.63M Sell
46,665
-558
-1% -$19.4K 1.03% 30
2024
Q4 		$1.58M Sell
47,223
-610
-1% -$21.5K 0.98% 31
2024
Q3 		$1.74M Sell
47,833
-1,045
-2% -$35.7K 1.07% 29
2024
Q2 		$1.64M Sell
48,878
-4,145
-8% -$137K 1.04% 29
2024
Q1 		$1.71M Sell
53,023
-3,554
-6% -$112K 1.05% 29
2023
Q4 		$1.81M Buy
56,577
+575
+1% +$17.7K 1.16% 28
2023
Q3 		$1.7M Buy
56,002
+1,045
+2% +$33.1K 1.1% 27
2023
Q2 		$1.74M Buy
54,957
+125
+0.2% +$3.92K 1.07% 28
2023
Q1 		$1.73M Buy
54,832
+1,367
+3% +$43.3K 1.09% 28
2022
Q4 		$1.61M Buy
53,465
+530
+1% +$15.5K 1.07% 29
2022
Q3 		$1.47M Buy
52,935
+2,305
+5% +$71.9K 0.99% 31
2022
Q2 		$1.64M Buy
50,630
+5,185
+11% +$176K 1.08% 25
2022
Q1 		$1.67M Buy
45,445
+2,940
+7% +$113K 0.97% 26
2021
Q4 		$1.69M Buy
42,505
+5,035
+13% +$208K 0.96% 28
2021
Q3 		$1.55M Buy
37,470
+3,725
+11% +$159K 0.94% 28
2021
Q2 		$1.52M Buy
33,745
+2,090
+7% +$92.5K 0.95% 29
2021
Q1 		$1.37M Buy
31,655
+2,670
+9% +$119K 0.94% 29
2020
Q4 		$1.22M Buy
28,985
+1,155
+4% +$45K 0.97% 25
2020
Q3 		$991K Buy
+27,830
New +$986K 0.93% 26

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Baron Financial Group's ESGE Position: Q2 2026 in Review

Baron Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, selling an estimated $325K and leaving 36,366 shares worth $1.99M. The position accounts for 0.95% of the portfolio, ranked #30.

Baron Financial Group first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q3 2025. 122 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Baron Financial Group held 36,366 shares of iShares ESG Aware MSCI EM ETF worth $1.99M as of Q2 2026.
  • Baron Financial Group sold 6,220 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $325K.
  • iShares ESG Aware MSCI EM ETF made up 0.95% of Baron Financial Group's portfolio in Q2 2026, its #30 holding.
  • Baron Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $2.01M in Q3 2025.
  • 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.