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 Q3	$894K	Sell	16,498 -69	-0.4%	-$3.67K	0.43%	43
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

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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Birchbrook's ESGE Position: Q3 2026 in Review

Birchbrook reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.42% in Q3 2026, selling an estimated $3.67K and leaving 16,498 shares worth $894K. The position accounts for 0.43% of the portfolio, ranked #43.

Birchbrook first reported a position in ESGE in Q4 2023 and has held it in 12 quarters since. The position peaked at $906K in Q2 2026. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Birchbrook held 16,498 shares of iShares ESG Aware MSCI EM ETF worth $894K as of Q3 2026.
Birchbrook sold 69 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $3.67K.
iShares ESG Aware MSCI EM ETF made up 0.43% of Birchbrook's portfolio in Q3 2026, its #43 holding.
Birchbrook first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares ESG Aware MSCI EM ETF position peaked at $906K in Q2 2026.
267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.