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Bear Mountain Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bear Mountain Capital’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 		$2.41M Buy
45,810
+213
+0.5% +$11.1K 0.7% 21
2026
Q1 		$2.31M Sell
45,597
-333
-0.7% -$15.7K 0.69% 22
2025
Q4 		$2.15M Buy
45,930
+250
+0.5% +$11K 0.69% 23
2025
Q3 		$2.01M Sell
45,680
-3,246
-7% -$132K 0.67% 22
2025
Q2 		$1.95M Buy
48,926
+1,199
+3% +$43.4K 0.7% 22
2025
Q1 		$1.67M Sell
47,727
-1,589
-3% -$55.3K 0.65% 22
2024
Q4 		$1.69M Buy
49,316
+358
+0.7% +$12.6K 0.66% 22
2024
Q3 		$1.76M Buy
48,958
+822
+2% +$28.1K 0.69% 22
2024
Q2 		$1.69M Buy
48,136
+1,775
+4% +$58.5K 0.69% 22
2024
Q1 		$1.44M Sell
46,361
-2,462
-5% -$77.6K 0.62% 24
2023
Q4 		$1.49M Buy
+48,823
New +$1.51M 0.62% 24

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

Bear Mountain Capital's ESGE Position: Q2 2026 in Review

Bear Mountain Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.47% in Q2 2026, buying an estimated $11.1K and bringing the position to 45,810 shares worth $2.41M. The position accounts for 0.7% of the portfolio, ranked #21.

Bear Mountain Capital first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Bear Mountain Capital held 45,810 shares of iShares ESG Aware MSCI EM ETF worth $2.41M as of Q2 2026.
  • Bear Mountain Capital bought 213 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $11.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.7% of Bear Mountain Capital's portfolio in Q2 2026, its #21 holding.
  • Bear Mountain Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.