CFM Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CFM Wealth Partners’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	$259K	Sell	4,739 -1,914	-29%	-$100K	0.03%	130
2026 Q1	$303K	Hold	6,653	–	–	0.05%	123
2025 Q4	$294K	Hold	6,653	–	–	0.04%	128
2025 Q3	$289K	Sell	6,653 -15	-0.2%	-$612	0.04%	128
2025 Q2	$261K	Sell	6,668 -865	-11%	-$31.3K	0.04%	121
2025 Q1	$263K	Buy	7,533 +641	+9%	+$22.3K	0.05%	120
2024 Q4	$230K	Sell	6,892 -119	-2%	-$4.2K	0.04%	127
2024 Q3	$255K	Buy	7,011 +791	+13%	+$27K	0.04%	128
2024 Q2	$209K	Sell	6,220 -91	-1%	-$3K	0.04%	143
2024 Q1	$203K	Buy	+6,311	New	+$199K	0.04%	152
2023 Q2	–	Sell	-6,373	Closed	-$201K	–	166
2023 Q1	$201K	Buy	+6,373	New	+$202K	0.05%	152
2022 Q3	–	Sell	-6,373	Closed	-$206K	–	158
2022 Q2	$206K	Buy	+6,373	New	+$216K	0.06%	160

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFM Wealth Partners's ESGE Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 29% in Q2 2026, selling an estimated $100K and leaving 4,739 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #130.

CFM Wealth Partners first reported a position in ESGE in Q2 2022 and has held it in 12 quarters since. The position peaked at $303K in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

CFM Wealth Partners held 4,739 shares of iShares ESG Aware MSCI EM ETF worth $259K as of Q2 2026.
CFM Wealth Partners sold 1,914 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $100K.
iShares ESG Aware MSCI EM ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #130 holding.
CFM Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and has held it in 12 quarters since.
CFM Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $303K in Q1 2026.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.