Concord Wealth Partners
ESGE icon

Concord Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Concord Wealth Partners’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 		$2.65K Sell
49
-23
-32% -$1.22K ﹤0.01% 689
2026
Q2 		$3.94K Buy
+72
New +$3.76K ﹤0.01% 689
2026
Q1 		– Sell
-96
Closed -$4.24K – 370
2025
Q4 		$4.24K Sell
96
-683
-88% -$30.1K ﹤0.01% 645
2025
Q3 		$33.8K Hold
779
– – ﹤0.01% 391
2025
Q2 		$30.5K Sell
779
-160
-17% -$5.79K ﹤0.01% 405
2025
Q1 		$32.8K Sell
939
-1,282
-58% -$44.6K 0.01% 378
2024
Q4 		$74.2K Sell
2,221
-266
-11% -$9.38K 0.01% 282
2024
Q3 		$90.5K Sell
2,487
-2,918
-54% -$100K 0.02% 268
2024
Q2 		$181K Sell
5,405
-2,411
-31% -$79.4K 0.03% 202
2024
Q1 		$252K Sell
7,816
-2,782
-26% -$87.7K 0.05% 185
2023
Q4 		$340K Sell
10,598
-4,489
-30% -$138K 0.07% 153
2023
Q3 		$457K Sell
15,087
-738
-5% -$23.4K 0.1% 129
2023
Q2 		$501K Buy
15,825
+1,929
+14% +$60.5K 0.11% 111
2023
Q1 		$437K Sell
13,896
-1,892
-12% -$60K 0.12% 93
2022
Q4 		$475K Sell
15,788
-903
-5% -$26.5K 0.14% 86
2022
Q3 		$462K Sell
16,691
-891
-5% -$27.8K 0.15% 93
2022
Q2 		$568K Buy
17,582
+2,411
+16% +$81.8K 0.16% 90
2022
Q1 		$557K Buy
15,171
+2,185
+17% +$83.9K 0.14% 94
2021
Q4 		$516K Buy
12,986
+5,878
+83% +$242K 0.13% 98
2021
Q3 		$295K Buy
7,108
+3,013
+74% +$129K 0.12% 62
2021
Q2 		$185K Buy
+4,095
New +$181K 0.05% 148

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Fifth Third Bancorp
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Mission Wealth Management
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IMPACTfolio
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Commonwealth Equity Services
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Eastern Bank
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Ferguson Wellman Capital Management
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Concord Wealth Partners's ESGE Position: Q3 2026 in Review

Concord Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 32% in Q3 2026, selling an estimated $1.22K and leaving 49 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Concord Wealth Partners first reported a position in ESGE in Q2 2021 and has held it in 21 quarters since. The position peaked at $568K in Q2 2022. 383 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Concord Wealth Partners held 49 shares of iShares ESG Aware MSCI EM ETF worth $2.65K as of Q3 2026.
  • Concord Wealth Partners sold 23 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $1.22K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #689 holding.
  • Concord Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $568K in Q2 2022.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.