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Bogart Wealth LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bogart Wealth LLC’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 		$230K Sell
5,062
-2,326
-31% -$110K 0.01% 235
2025
Q4 		$326K Sell
7,388
-614
-8% -$27.1K 0.01% 198
2025
Q3 		$347K Sell
8,002
-242
-3% -$9.87K 0.01% 190
2025
Q2 		$323K Sell
8,244
-441
-5% -$16K 0.01% 190
2025
Q1 		$304K Sell
8,685
-25
-0.3% -$871 0.01% 192
2024
Q4 		$291K Sell
8,710
-1,422
-14% -$50.2K 0.01% 190
2024
Q3 		$369K Buy
10,132
+1,330
+15% +$45.4K 0.02% 174
2024
Q2 		$295K Buy
8,802
+3,502
+66% +$115K 0.02% 180
2024
Q1 		$171K Buy
5,300
+272
+5% +$8.57K 0.01% 211
2023
Q4 		$161K Buy
5,028
+760
+18% +$23.4K 0.01% 212
2023
Q3 		$129K Buy
4,268
+2,580
+153% +$81.7K 0.01% 221
2023
Q2 		$53.4K Buy
1,688
+7
+0.4% +$220 ﹤0.01% 320
2023
Q1 		$52.9K Buy
1,681
+1,364
+430% +$43.2K ﹤0.01% 307
2022
Q4 		$9.53K Hold
317
– – ﹤0.01% 560
2022
Q3 		$9K Buy
317
+45
+17% +$1.4K ﹤0.01% 562
2022
Q2 		$9K Hold
272
– – ﹤0.01% 555
2022
Q1 		$10K Sell
272
-746
-73% -$28.6K ﹤0.01% 494
2021
Q4 		$40K Hold
1,018
– – ﹤0.01% 285
2021
Q3 		$42K Hold
1,018
– – ﹤0.01% 261
2021
Q2 		$46K Buy
1,018
+228
+29% +$10.1K 0.01% 247
2021
Q1 		$34K Buy
+790
New +$35.1K ﹤0.01% 258

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bogart Wealth LLC's ESGE Position: Q1 2026 in Review

Bogart Wealth LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 31% in Q1 2026, selling an estimated $110K and leaving 5,062 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #235.

Bogart Wealth LLC first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $369K in Q3 2024. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Bogart Wealth LLC held 5,062 shares of iShares ESG Aware MSCI EM ETF worth $230K as of Q1 2026.
  • Bogart Wealth LLC sold 2,326 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $110K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #235 holding.
  • Bogart Wealth LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • Bogart Wealth LLC's iShares ESG Aware MSCI EM ETF position peaked at $369K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.