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Caprock Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Caprock Group’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 		$393K Hold
8,654
– – 0.01% 828
2025
Q4 		$382K Hold
8,654
– – 0.01% 909
2025
Q3 		$350K Buy
+8,654
New +$353K 0.01% 902
2024
Q1 		– Sell
-8,750
Closed -$281K – 728
2023
Q4 		$281K Buy
8,750
+166
+2% +$5.12K 0.02% 552
2023
Q3 		$260K Hold
8,584
– – 0.02% 535
2023
Q2 		$272K Buy
8,584
+59
+0.7% +$1.85K 0.02% 525
2023
Q1 		$268K Hold
8,525
– – 0.02% 521
2022
Q4 		$256K Buy
8,525
+148
+2% +$4.34K 0.02% 442
2022
Q3 		$232K Sell
8,377
-5,122
-38% -$160K 0.02% 477
2022
Q2 		$436K Sell
13,499
-5,064
-27% -$172K 0.04% 291
2022
Q1 		$682K Buy
18,563
+10,258
+124% +$394K 0.06% 233
2021
Q4 		$330K Buy
8,305
+447
+6% +$18.4K 0.03% 394
2021
Q3 		$326K Hold
7,858
– – 0.03% 350
2021
Q2 		$355K Buy
7,858
+39
+0.5% +$1.73K 0.03% 319
2021
Q1 		$339K Hold
7,819
– – 0.04% 303
2020
Q4 		$328K Buy
7,819
+65
+0.8% +$2.53K 0.04% 307
2020
Q3 		$276K Hold
7,754
– – 0.04% 309
2020
Q2 		$249K Buy
7,754
+50
+0.6% +$1.5K 0.04% 320
2020
Q1 		$211K Hold
7,704
– – 0.04% 303
2019
Q4 		$277K Buy
7,704
+1,491
+24% +$51.1K 0.05% 262
2019
Q3 		$202K Hold
6,213
– – 0.04% 316
2019
Q2 		$211K Buy
6,213
+47
+0.8% +$1.59K 0.04% 300
2019
Q1 		$210K Buy
+6,166
New +$205K 0.04% 338
2018
Q4 		– Sell
-6,080
Closed -$203K – 376
2018
Q3 		$203K Hold
6,080
– – 0.04% 370
2018
Q2 		$205K Buy
+6,080
New +$219K 0.04% 390
2018
Q1 		– Sell
-5,220
Closed -$202K – 467
2017
Q4 		$202K Buy
+5,220
New +$188K 0.04% 430

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

Caprock Group's ESGE Position: Q1 2026 in Review

Caprock Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 8,654 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #828.

Caprock Group first reported a position in ESGE in Q4 2017 and has held it in 26 quarters since. The position peaked at $682K in Q1 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Caprock Group held 8,654 shares of iShares ESG Aware MSCI EM ETF worth $393K as of Q1 2026.
  • Caprock Group 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 Caprock Group's portfolio in Q1 2026, its #828 holding.
  • Caprock Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 26 quarters since.
  • Caprock Group's iShares ESG Aware MSCI EM ETF position peaked at $682K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.