Brookstone Capital Management
ESGE icon

Brookstone Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brookstone Capital 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
Q3 		$2.14M Sell
39,532
-3,292
-8% -$175K 0.02% 489
2026
Q2 		$2.34M Buy
42,824
+1,260
+3% +$65.8K 0.02% 473
2026
Q1 		$1.89M Buy
41,564
+2,963
+8% +$140K 0.02% 479
2025
Q4 		$1.71M Buy
38,601
+1,471
+4% +$64.9K 0.02% 488
2025
Q3 		$1.61M Buy
37,130
+5,020
+16% +$205K 0.02% 493
2025
Q2 		$1.26M Buy
32,110
+989
+3% +$35.8K 0.02% 513
2025
Q1 		$1.09M Buy
31,121
+174
+0.6% +$6.06K 0.02% 535
2024
Q4 		$1.03M Sell
30,947
-207
-0.7% -$7.3K 0.02% 525
2024
Q3 		$1.13M Buy
31,154
+1,193
+4% +$40.7K 0.02% 490
2024
Q2 		$1.03M Buy
29,961
+237
+0.8% +$7.81K 0.02% 495
2024
Q1 		$958K Sell
29,724
-1,282
-4% -$40.4K 0.02% 499
2023
Q4 		$994K Buy
31,006
+109
+0.4% +$3.36K 0.02% 463
2023
Q3 		$921K Buy
30,897
+2,660
+9% +$84.2K 0.02% 443
2023
Q2 		$889K Buy
28,237
+550
+2% +$17.3K 0.02% 460
2023
Q1 		$880K Sell
27,687
-1,422
-5% -$45.1K 0.02% 477
2022
Q4 		$927K Sell
29,109
-10,783
-27% -$316K 0.02% 446
2022
Q3 		$1.1M Sell
39,892
-11,375
-22% -$355K 0.03% 381
2022
Q2 		$1.65M Sell
51,267
-76,133
-60% -$2.58M 0.04% 320
2022
Q1 		$4.59M Sell
127,400
-3,452
-3% -$133K 0.09% 202
2021
Q4 		$5.19M Sell
130,852
-20,062
-13% -$827K 0.09% 176
2021
Q3 		$6.36M Sell
150,914
-52,646
-26% -$2.25M 0.11% 154
2021
Q2 		$8.95M Buy
203,560
+29,584
+17% +$1.31M 0.16% 124
2021
Q1 		$7.54M Sell
173,976
-8,752
-5% -$389K 0.29% 78
2020
Q4 		$7.67M Buy
182,728
+43,754
+31% +$1.71M 0.3% 62
2020
Q3 		$4.95M Sell
138,974
-154,733
-53% -$5.48M 0.23% 68
2020
Q2 		$9.42M Buy
293,707
+109,273
+59% +$3.28M 0.59% 32
2020
Q1 		$5.05M Buy
+184,434
New +$6.09M 0.29% 49

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
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Brookstone Capital Management's ESGE Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.7% in Q3 2026, selling an estimated $175K and leaving 39,532 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #489.

Brookstone Capital Management first reported a position in ESGE in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.42M in Q2 2020. 457 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Brookstone Capital Management held 39,532 shares of iShares ESG Aware MSCI EM ETF worth $2.14M as of Q3 2026.
  • Brookstone Capital Management sold 3,292 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $175K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #489 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 27 quarters since.
  • Brookstone Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $9.42M in Q2 2020.
  • 457 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.