CWM
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Cabot Wealth Management's ESGE Position: Q1 2026 in Review

Cabot Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q1 2026, buying an estimated $350K and bringing the position to 63,813 shares worth $2.9M. The position accounts for 0.33% of the portfolio, ranked #66.

Cabot Wealth Management first reported a position in ESGE in Q4 2019 and has held it in 25 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Cabot Wealth Management held 63,813 shares of iShares ESG Aware MSCI EM ETF worth $2.9M as of Q1 2026.
  • Cabot Wealth Management bought 7,401 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $350K.
  • iShares ESG Aware MSCI EM ETF made up 0.33% of Cabot Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Cabot Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 25 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.