Centerpoint Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Centerpoint Advisors’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	$10K	Buy	191 +13	+7%	+$692	﹤0.01%	269
2026 Q2	$10K	Buy	178 +3	+2%	+$157	﹤0.01%	333
2026 Q1	$8K	Buy	175 +28	+19%	+$1.32K	﹤0.01%	327
2025 Q4	$6K	Buy	147 +14	+11%	+$617	﹤0.01%	353
2025 Q3	$6K	Buy	133 +18	+16%	+$734	﹤0.01%	362
2025 Q2	$5K	Buy	115 +7	+6%	+$253	﹤0.01%	330
2025 Q1	$4K	Buy	108 +18	+20%	+$627	﹤0.01%	350
2024 Q4	$3K	Buy	90 +35	+64%	+$1.24K	﹤0.01%	399
2024 Q3	$2K	Hold	55	–	–	﹤0.01%	432
2024 Q2	$2K	Buy	55 +7	+15%	+$231	﹤0.01%	405
2024 Q1	$2K	Buy	48 +11	+30%	+$347	﹤0.01%	390
2023 Q4	$1K	Buy	37 +21	+131%	+$648	﹤0.01%	404
2023 Q3	$0	Buy	16 +2	+14%	+$63	﹤0.01%	574
2023 Q2	$0	Buy	14 +9	+180%	+$282	﹤0.01%	576
2023 Q1	$0	Buy	+5	New	+$158	﹤0.01%	584

Other funds holding ESGE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Centerpoint Advisors's ESGE Position: Q3 2026 in Review

Centerpoint Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.3% in Q3 2026, buying an estimated $692 and bringing the position to 191 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Centerpoint Advisors first reported a position in ESGE in Q1 2023 and has held it in 15 quarters since. 383 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Centerpoint Advisors held 191 shares of iShares ESG Aware MSCI EM ETF worth $10K as of Q3 2026.
Centerpoint Advisors bought 13 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $692.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Centerpoint Advisors's portfolio in Q3 2026, its #269 holding.
Centerpoint Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 15 quarters since.
383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.