BlueStem Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BlueStem Wealth Partners’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	$372K	Sell	8,184 -1,670	-17%	-$79K	0.04%	95
2025 Q4	$435K	Sell	9,854 -1,769	-15%	-$78K	0.05%	85
2025 Q3	$505K	Sell	11,623 -146	-1%	-$5.96K	0.06%	71
2025 Q2	$461K	Buy	11,769 +1,575	+15%	+$57K	0.06%	69
2025 Q1	$356K	Sell	10,194 -2,718	-21%	-$94.6K	0.05%	73
2024 Q4	$431K	Buy	+12,912	New	+$456K	0.06%	64

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

BlueStem Wealth Partners's ESGE Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q1 2026, selling an estimated $79K and leaving 8,184 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #95.

BlueStem Wealth Partners first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $505K in Q3 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

BlueStem Wealth Partners held 8,184 shares of iShares ESG Aware MSCI EM ETF worth $372K as of Q1 2026.
BlueStem Wealth Partners sold 1,670 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $79K.
iShares ESG Aware MSCI EM ETF made up 0.04% of BlueStem Wealth Partners's portfolio in Q1 2026, its #95 holding.
BlueStem Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $505K in Q3 2025.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.