Caitlin John’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Caitlin John’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	$1.05K	Hold	23	–	–	﹤0.01%	796
2025 Q4	$1.02K	Hold	23	–	–	﹤0.01%	795
2025 Q3	$999	Buy	+23	New	+$938	﹤0.01%	764
2025 Q1	–	Sell	-23	Closed	-$768	–	323
2024 Q4	$768	Hold	23	–	–	﹤0.01%	759
2024 Q3	$790	Hold	23	–	–	﹤0.01%	755
2024 Q2	$771	Hold	23	–	–	﹤0.01%	746
2024 Q1	$741	Sell	23 -135	-85%	-$4.25K	﹤0.01%	775
2023 Q4	$5.07K	Buy	+158	New	+$4.87K	﹤0.01%	550

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Caitlin John's ESGE Position: Q1 2026 in Review

Caitlin John held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 23 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Caitlin John first reported a position in ESGE in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.07K in Q4 2023. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Caitlin John held 23 shares of iShares ESG Aware MSCI EM ETF worth $1.05K as of Q1 2026.
Caitlin John left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #796 holding.
Caitlin John first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares ESG Aware MSCI EM ETF position peaked at $5.07K in Q4 2023.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.