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

Coldstream 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 		$612K Buy
13,464
+94
+0.7% +$4.44K 0.01% 643
2025
Q4 		$591K Hold
13,370
– – 0.01% 649
2025
Q3 		$581K Sell
13,370
-280
-2% -$11.4K 0.01% 672
2025
Q2 		$535K Buy
13,650
+311
+2% +$11.3K 0.01% 623
2025
Q1 		$466K Buy
13,339
+140
+1% +$4.88K 0.01% 637
2024
Q4 		$441K Sell
13,199
-149
-1% -$5.26K 0.01% 657
2024
Q3 		$486K Sell
13,348
-53
-0.4% -$1.81K 0.01% 620
2024
Q2 		$449K Sell
13,401
-3,849
-22% -$127K 0.01% 590
2024
Q1 		$556K Buy
17,250
+507
+3% +$16K 0.01% 517
2023
Q4 		$537K Buy
16,743
+246
+1% +$7.59K 0.02% 474
2023
Q3 		$500K Sell
16,497
-125
-0.8% -$3.96K 0.02% 420
2023
Q2 		$526K Buy
16,622
+130
+0.8% +$4.08K 0.02% 433
2023
Q1 		$519K Sell
16,492
-1,180
-7% -$37.4K 0.02% 429
2022
Q4 		$531K Buy
+17,672
New +$518K 0.02% 411
2022
Q2 		$423K Buy
13,103
+153
+1% +$5.19K 0.02% 447
2022
Q1 		$476K Buy
12,950
+286
+2% +$11K 0.02% 405
2021
Q4 		$503K Buy
12,664
+580
+5% +$23.9K 0.02% 424
2021
Q3 		$501K Hold
12,084
– – 0.02% 247
2021
Q2 		$545K Buy
+12,084
New +$535K 0.02% 268

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 $41.9B AUM 18.91% 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 $424B AUM 22.96% 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 $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Coldstream Capital Management's ESGE Position: Q1 2026 in Review

Coldstream Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.7% in Q1 2026, buying an estimated $4.44K and bringing the position to 13,464 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #643.

Coldstream Capital Management first reported a position in ESGE in Q2 2021 and has held it in 19 quarters since. 604 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Coldstream Capital Management held 13,464 shares of iShares ESG Aware MSCI EM ETF worth $612K as of Q1 2026.
  • Coldstream Capital Management bought 94 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.44K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #643 holding.
  • Coldstream Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 19 quarters since.
  • 604 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.