BSW Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BSW 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	$210K	Buy	+3,847	New	+$201K	0.02%	311
2025 Q2	–	Sell	-7,066	Closed	-$247K	–	323
2025 Q1	$247K	Sell	7,066 -1,461	-17%	-$50.9K	0.04%	258
2024 Q4	$285K	Sell	8,527 -115	-1%	-$4.06K	0.04%	239
2024 Q3	$315K	Hold	8,642	–	–	0.05%	222
2024 Q2	$290K	Sell	8,642 -6,631	-43%	-$218K	0.05%	215
2024 Q1	$492K	Sell	15,273 -1,799	-11%	-$56.7K	0.08%	139
2023 Q4	$547K	Sell	17,072 -2,026	-11%	-$62.5K	0.11%	111
2023 Q3	$578K	Sell	19,098 -5,384	-22%	-$170K	0.13%	97
2023 Q2	$774K	Sell	24,482 -2,604	-10%	-$81.7K	0.16%	82
2023 Q1	$853K	Sell	27,086 -32,001	-54%	-$1.01M	0.17%	83
2022 Q4	$1.78M	Buy	+59,087	New	+$1.73M	0.38%	39
2019 Q1	–	Sell	-64,324	Closed	-$1.97M	–	103
2018 Q4	$1.97M	Buy	+64,324	New	+$2.02M	0.75%	23

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

BSW Wealth Partners opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,847 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in ESGE as recently as Q1 2025.

BSW Wealth Partners first reported a position in ESGE in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.97M in Q4 2018. 122 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

BSW Wealth Partners held 3,847 shares of iShares ESG Aware MSCI EM ETF worth $210K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new BSW Wealth Partners position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #311 holding.
BSW Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 12 quarters since.
BSW Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $1.97M in Q4 2018.
122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.