BSWM
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Boston Standard Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Boston Standard Wealth Management’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 		$824K Sell
15,405
-851
-5% -$44.5K 0.12% 31
2026
Q1 		$747K Sell
16,256
-723
-4% -$34.2K 0.12% 32
2025
Q4 		$750K Sell
16,979
-380
-2% -$16.8K 0.12% 31
2025
Q3 		$754K Buy
17,359
+2,594
+18% +$106K 0.13% 32
2025
Q2 		$578K Buy
14,765
+711
+5% +$25.7K 0.1% 31
2025
Q1 		$471K Sell
14,054
-781
-5% -$27.2K 0.1% 32
2024
Q4 		$495K Buy
14,835
+291
+2% +$10.3K 0.1% 31
2024
Q3 		$530K Buy
14,544
+490
+3% +$16.7K 0.1% 32
2024
Q2 		$471K Buy
14,054
+441
+3% +$14.5K 0.1% 32
2024
Q1 		$439K Buy
13,613
+1,278
+10% +$40.3K 0.1% 33
2023
Q4 		$374K Hold
12,335
– – 0.1% 35
2023
Q3 		$374K Sell
12,335
-501
-4% -$15.9K 0.1% 35
2023
Q2 		$406K Buy
12,836
+1,168
+10% +$36.6K 0.1% 34
2023
Q1 		$367K Sell
11,668
-938
-7% -$29.7K 0.11% 33
2022
Q4 		$379K Buy
12,606
+653
+5% +$19.1K 0.11% 33
2022
Q3 		$331K Buy
11,953
+403
+3% +$12.6K 0.11% 30
2022
Q2 		$371K Buy
11,550
+1,100
+11% +$37.3K 0.12% 30
2022
Q1 		$384K Buy
10,450
+526
+5% +$20.2K 0.11% 31
2021
Q4 		$394K Buy
9,924
+389
+4% +$16K 0.11% 31
2021
Q3 		$395K Buy
9,535
+747
+9% +$31.9K 0.12% 31
2021
Q2 		$397K Buy
8,788
+1,770
+25% +$78.4K 0.12% 30
2021
Q1 		$302K Buy
7,018
+604
+9% +$26.9K 0.1% 32
2020
Q4 		$269K Buy
6,414
+115
+2% +$4.48K 0.1% 33
2020
Q3 		$224K Buy
+6,299
New +$223K 0.09% 34

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

Boston Standard Wealth Management's ESGE Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.2% in Q2 2026, selling an estimated $44.5K and leaving 15,405 shares worth $824K. The position accounts for 0.12% of the portfolio, ranked #31.

Boston Standard Wealth Management first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Boston Standard Wealth Management held 15,405 shares of iShares ESG Aware MSCI EM ETF worth $824K as of Q2 2026.
  • Boston Standard Wealth Management sold 851 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $44.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of Boston Standard Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Boston Standard Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.