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Commonwealth Retirement Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-288
Closed -$12.7K – 209
2025
Q4 		$12.7K Buy
+288
New +$12.7K ﹤0.01% 302

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

Commonwealth Retirement Investments's ESGE Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 288 shares — an estimated $12.7K sold.

Commonwealth Retirement Investments first reported a position in ESGE in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 288 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $12.7K.
  • Commonwealth Retirement Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's iShares ESG Aware MSCI EM ETF position peaked at $12.7K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.