Barrett & Company’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Barrett & Company’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	$1.96K	Hold	43	–	–	﹤0.01%	584
2025 Q4	$1.9K	Hold	43	–	–	﹤0.01%	590
2025 Q3	$1.87K	Hold	43	–	–	﹤0.01%	589
2025 Q2	$1.68K	Hold	43	–	–	﹤0.01%	592
2025 Q1	$1.5K	Hold	43	–	–	﹤0.01%	570
2024 Q4	$1.44K	Hold	43	–	–	﹤0.01%	572
2024 Q3	$1.57K	Hold	43	–	–	﹤0.01%	542
2024 Q2	$1.44K	Hold	43	–	–	﹤0.01%	556
2024 Q1	$1.39K	Hold	43	–	–	﹤0.01%	563
2023 Q4	$1.38K	Hold	43	–	–	﹤0.01%	553
2023 Q3	$1.3K	Hold	43	–	–	﹤0.01%	570
2023 Q2	$1.36K	Hold	43	–	–	﹤0.01%	554
2023 Q1	$1.35K	Hold	43	–	–	﹤0.01%	535
2022 Q4	$1.29K	Hold	43	–	–	﹤0.01%	540
2022 Q3	$1.29K	Buy	+43	New	+$1.34K	﹤0.01%	540

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Barrett & Company's ESGE Position: Q1 2026 in Review

Barrett & Company held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 43 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Barrett & Company first reported a position in ESGE in Q3 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Barrett & Company held 43 shares of iShares ESG Aware MSCI EM ETF worth $1.96K as of Q1 2026.
Barrett & Company left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #584 holding.
Barrett & Company first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 15 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.