Cabot Wealth Management
ESGE icon

Cabot Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cabot 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
Q3 		$5.18M Buy
95,553
+6,742
+8% +$359K 0.52% 59
2026
Q2 		$4.86M Buy
88,811
+24,998
+39% +$1.31M 0.49% 59
2026
Q1 		$2.9M Buy
63,813
+7,401
+13% +$350K 0.33% 66
2025
Q4 		$2.49M Buy
56,412
+4,953
+10% +$218K 0.28% 73
2025
Q3 		$2.23M Buy
51,459
+3,207
+7% +$131K 0.25% 77
2025
Q2 		$1.89M Buy
48,252
+785
+2% +$28.4K 0.22% 81
2025
Q1 		$1.66M Buy
47,467
+3,691
+8% +$129K 0.21% 84
2024
Q4 		$1.46M Sell
43,776
-61
-0.1% -$2.15K 0.19% 86
2024
Q3 		$1.6M Buy
43,837
+4,821
+12% +$165K 0.2% 89
2024
Q2 		$1.31M Buy
39,016
+8,136
+26% +$268K 0.17% 91
2024
Q1 		$995K Buy
30,880
+3,330
+12% +$105K 0.13% 98
2023
Q4 		$883K Buy
27,550
+1,234
+5% +$38.1K 0.12% 96
2023
Q3 		$797K Buy
26,316
+1,016
+4% +$32.2K 0.12% 97
2023
Q2 		$800K Buy
25,300
+1,290
+5% +$40.5K 0.12% 100
2023
Q1 		$756K Buy
24,010
+3,066
+15% +$97.2K 0.12% 99
2022
Q4 		$630K Buy
20,944
+1,976
+10% +$57.9K 0.11% 103
2022
Q3 		$525K Sell
18,968
-286
-1% -$8.92K 0.09% 112
2022
Q2 		$622K Buy
19,254
+1,151
+6% +$39K 0.1% 110
2022
Q1 		$665K Sell
18,103
-33
-0.2% -$1.27K 0.09% 109
2021
Q4 		$721K Buy
18,136
+1,294
+8% +$53.4K 0.09% 106
2021
Q3 		$698K Buy
16,842
+1,227
+8% +$52.4K 0.09% 104
2021
Q2 		$705K Buy
15,615
+1,195
+8% +$52.9K 0.09% 103
2021
Q1 		$625K Buy
14,420
+997
+7% +$44.3K 0.09% 100
2020
Q4 		$564K Buy
13,423
+2,734
+26% +$107K 0.09% 98
2020
Q3 		$381K Buy
10,689
+2,165
+25% +$76.7K 0.07% 103
2020
Q2 		$273K Buy
+8,524
New +$256K 0.05% 114
2020
Q1 		– Sell
-5,873
Closed -$211K – 124
2019
Q4 		$211K Buy
+5,873
New +$201K 0.04% 126

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

Cabot Wealth Management's ESGE Position: Q3 2026 in Review

Cabot Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.6% in Q3 2026, buying an estimated $359K and bringing the position to 95,553 shares worth $5.18M. The position accounts for 0.52% of the portfolio, ranked #59.

Cabot Wealth Management first reported a position in ESGE in Q4 2019 and has held it in 27 quarters since. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Cabot Wealth Management held 95,553 shares of iShares ESG Aware MSCI EM ETF worth $5.18M as of Q3 2026.
  • Cabot Wealth Management bought 6,742 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $359K.
  • iShares ESG Aware MSCI EM ETF made up 0.52% of Cabot Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Cabot Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 27 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.