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ESGE icon

Birchbrook’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Birchbrook’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 		$906K Sell
16,567
-719
-4% -$37.6K 0.43% 42
2026
Q1 		$786K Sell
17,286
-107
-0.6% -$5.06K 0.39% 46
2025
Q4 		$768K Buy
17,393
+1,045
+6% +$46.1K 0.38% 47
2025
Q3 		$710K Buy
16,348
+1,930
+13% +$78.7K 0.37% 48
2025
Q2 		$565K Buy
14,418
+1,429
+11% +$51.7K 0.3% 50
2025
Q1 		$454K Buy
12,989
+9,024
+228% +$314K 0.26% 50
2024
Q4 		$132K Sell
3,965
-332
-8% -$11.7K 0.08% 85
2024
Q3 		$156K Buy
4,297
+9
+0.2% +$307 0.09% 75
2024
Q2 		$144K Sell
4,288
-19
-0.4% -$626 0.09% 79
2024
Q1 		$139K Sell
4,307
-132
-3% -$4.16K 0.08% 80
2023
Q4 		$142K Buy
+4,439
New +$137K 0.09% 78

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

Birchbrook's ESGE Position: Q2 2026 in Review

Birchbrook reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.2% in Q2 2026, selling an estimated $37.6K and leaving 16,567 shares worth $906K. The position accounts for 0.43% of the portfolio, ranked #42.

Birchbrook first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Birchbrook held 16,567 shares of iShares ESG Aware MSCI EM ETF worth $906K as of Q2 2026.
  • Birchbrook sold 719 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $37.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.43% of Birchbrook's portfolio in Q2 2026, its #42 holding.
  • Birchbrook first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.