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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
Q2 		$546K Buy
9,977
+1,793
+22% +$93.7K 0.05% 81
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlueStem Wealth Partners's ESGE Position: Q2 2026 in Review

BlueStem Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q2 2026, buying an estimated $93.7K and bringing the position to 9,977 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #81.

BlueStem Wealth Partners first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • BlueStem Wealth Partners held 9,977 shares of iShares ESG Aware MSCI EM ETF worth $546K as of Q2 2026.
  • BlueStem Wealth Partners bought 1,793 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $93.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of BlueStem Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • BlueStem Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.