Bestgate Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bestgate Wealth Advisors’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	$233K	Buy	+4,300	New	+$229K	0.15%	67

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bestgate Wealth Advisors's ESGE Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2026: 4,300 shares worth $233K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings.

113 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Bestgate Wealth Advisors held 4,300 shares of iShares ESG Aware MSCI EM ETF worth $233K as of Q3 2026.
iShares ESG Aware MSCI EM ETF was a new Bestgate Wealth Advisors position in Q3 2026.
iShares ESG Aware MSCI EM ETF made up 0.15% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #67 holding.
113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.