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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
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% -$99.6K 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

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

Concord Wealth Partners's ESGE Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 96 shares — an estimated $4.24K sold.

Concord Wealth Partners first reported a position in ESGE in Q2 2021 and held it in 19 quarters. The position peaked at $568K in Q2 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 96 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.24K.
  • Concord Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 19 quarters.
  • Concord Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $568K in Q2 2022.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.