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

Clean Yield 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 		$77.6K Buy
+1,708
New +$80.8K 0.02% 198
2022
Q2 		– Sell
-109
Closed -$4K – 434
2022
Q1 		$4K Buy
+109
New +$4.18K ﹤0.01% 408

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

Clean Yield Group's ESGE Position: Q1 2026 in Review

Clean Yield Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 1,708 shares worth $77.6K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in ESGE as recently as Q1 2022.

Clean Yield Group first reported a position in ESGE in Q1 2022 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Clean Yield Group held 1,708 shares of iShares ESG Aware MSCI EM ETF worth $77.6K as of Q1 2026.
  • iShares ESG Aware MSCI EM ETF was a new Clean Yield Group position in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #198 holding.
  • Clean Yield Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.