Charter Oak Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Charter Oak Capital Management’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	$247K	Buy	5,439 +364	+7%	+$17.2K	0.02%	180
2025 Q4	$224K	Buy	+5,075	New	+$224K	0.02%	196
2022 Q4	–	Sell	-9,194	Closed	-$254K	–	163
2022 Q3	$254K	Sell	9,194 -1	-0%	-$31	0.04%	141
2022 Q2	$297K	Sell	9,195 -315	-3%	-$10.7K	0.04%	142
2022 Q1	$349K	Buy	9,510 +385	+4%	+$14.8K	0.04%	137
2021 Q4	$363K	Sell	9,125 -509	-5%	-$21K	0.04%	140
2021 Q3	$399K	Buy	9,634 +3,090	+47%	+$132K	0.05%	124
2021 Q2	$295K	Buy	6,544 +145	+2%	+$6.42K	0.04%	143
2021 Q1	$277K	Buy	6,399 +5,605	+706%	+$249K	0.04%	145
2020 Q4	$33K	Buy	+794	New	+$31K	0.01%	352

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charter Oak Capital Management's ESGE Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.2% in Q1 2026, buying an estimated $17.2K and bringing the position to 5,439 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #180.

Charter Oak Capital Management first reported a position in ESGE in Q4 2020 and has held it in 10 quarters since. The position peaked at $399K in Q3 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Charter Oak Capital Management held 5,439 shares of iShares ESG Aware MSCI EM ETF worth $247K as of Q1 2026.
Charter Oak Capital Management bought 364 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $17.2K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #180 holding.
Charter Oak Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 10 quarters since.
Charter Oak Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $399K in Q3 2021.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.