Clean Yield Group
ESGE icon

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
Q3 		$92.5K Hold
1,708
– – 0.02% 206
2026
Q2 		$93.4K Hold
1,708
– – 0.02% 200
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

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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Clean Yield Group's ESGE Position: Q3 2026 in Review

Clean Yield Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2026 at 1,708 shares worth $92.5K. The position accounts for 0.02% of the portfolio, ranked #206.

Clean Yield Group first reported a position in ESGE in Q1 2022 and has held it in 4 quarters since. The position peaked at $93.4K in Q2 2026. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Clean Yield Group held 1,708 shares of iShares ESG Aware MSCI EM ETF worth $92.5K as of Q3 2026.
  • Clean Yield Group left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #206 holding.
  • Clean Yield Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 4 quarters since.
  • Clean Yield Group's iShares ESG Aware MSCI EM ETF position peaked at $93.4K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.