Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brandywine Oak Private Wealth’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 		$664K Sell
12,261
-259
-2% -$13.8K 0.05% 136
2026
Q2 		$685K Sell
12,520
-1,320
-10% -$69K 0.05% 136
2026
Q1 		$629K Sell
13,840
-580
-4% -$27.4K 0.05% 138
2025
Q4 		$637K Buy
14,420
+513
+4% +$22.6K 0.05% 140
2025
Q3 		$604K Sell
13,907
-320
-2% -$13.1K 0.05% 142
2025
Q2 		$557K Sell
14,227
-673
-5% -$24.4K 0.05% 143
2025
Q1 		$521K Sell
14,900
-388
-3% -$13.5K 0.05% 143
2024
Q4 		$510K Buy
15,288
+438
+3% +$15.5K 0.05% 148
2024
Q3 		$541K Sell
14,850
-324
-2% -$11.1K 0.05% 143
2024
Q2 		$509K Sell
15,174
-5
-0% -$165 0.05% 146
2024
Q1 		$489K Buy
15,179
+674
+5% +$21.2K 0.05% 149
2023
Q4 		$465K Buy
14,505
+417
+3% +$12.9K 0.05% 152
2023
Q3 		$427K Buy
14,088
+463
+3% +$14.7K 0.05% 154
2023
Q2 		$431K Buy
13,625
+2,077
+18% +$65.2K 0.05% 165
2023
Q1 		$364K Buy
11,548
+346
+3% +$11K 0.04% 181
2022
Q4 		$337K Buy
11,202
+303
+3% +$8.88K 0.04% 188
2022
Q3 		$301K Sell
10,899
-235
-2% -$7.33K 0.04% 202
2022
Q2 		$359K Sell
11,134
-5,206
-32% -$177K 0.05% 212
2022
Q1 		$600K Buy
16,340
+1,557
+11% +$59.8K 0.07% 179
2021
Q4 		$587K Buy
14,783
+5,308
+56% +$219K 0.06% 186
2021
Q3 		$391K Sell
9,475
-1,625
-15% -$69.5K 0.05% 215
2021
Q2 		$501K Buy
11,100
+4,482
+68% +$198K 0.06% 192
2021
Q1 		$286K Buy
+6,618
New +$294K 0.04% 212

Other funds holding ESGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Brandywine Oak Private Wealth's ESGE Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.1% in Q3 2026, selling an estimated $13.8K and leaving 12,261 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #136.

Brandywine Oak Private Wealth first reported a position in ESGE in Q1 2021 and has held it in 23 quarters since. The position peaked at $685K in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Brandywine Oak Private Wealth held 12,261 shares of iShares ESG Aware MSCI EM ETF worth $664K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 259 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $13.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #136 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 23 quarters since.
  • Brandywine Oak Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $685K in Q2 2026.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.