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Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Caliber Wealth Management (Kansas)’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 		$578K Buy
10,572
+7
+0.1% +$366 0.06% 177
2026
Q1 		$480K Sell
10,565
-382
-3% -$18.1K 0.05% 177
2025
Q4 		$484K Buy
10,947
+206
+2% +$9.08K 0.05% 175
2025
Q3 		$466K Sell
10,741
-623
-5% -$25.4K 0.05% 176
2025
Q2 		$445K Sell
11,364
-65
-0.6% -$2.35K 0.05% 194
2025
Q1 		$399K Buy
+11,429
New +$398K 0.05% 176

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ESGE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.07% in Q2 2026, buying an estimated $366 and bringing the position to 10,572 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #177.

Caliber Wealth Management (Kansas) first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,572 shares of iShares ESG Aware MSCI EM ETF worth $578K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 7 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $366.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #177 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.