Capital Advantage
ESGE icon

Capital Advantage’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capital Advantage’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 		$895K Buy
16,528
+3,723
+29% +$198K 0.11% 79
2026
Q2 		$700K Sell
12,805
-60
-0.5% -$3.14K 0.09% 83
2026
Q1 		$585K Buy
12,865
+977
+8% +$46.2K 0.08% 89
2025
Q4 		$525K Buy
11,888
+455
+4% +$20.1K 0.07% 95
2025
Q3 		$496K Buy
11,433
+401
+4% +$16.4K 0.07% 93
2025
Q2 		$432K Buy
11,032
+675
+7% +$24.4K 0.07% 103
2025
Q1 		$346K Hold
10,357
– – 0.06% 103
2024
Q4 		$346K Buy
+10,357
New +$365K 0.06% 103

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advantage's ESGE Position: Q3 2026 in Review

Capital Advantage increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 29% in Q3 2026, buying an estimated $198K and bringing the position to 16,528 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #79.

Capital Advantage first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Capital Advantage held 16,528 shares of iShares ESG Aware MSCI EM ETF worth $895K as of Q3 2026.
  • Capital Advantage bought 3,723 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $198K.
  • iShares ESG Aware MSCI EM ETF made up 0.11% of Capital Advantage's portfolio in Q3 2026, its #79 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.