Connecticut Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Connecticut Wealth 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 Q2	$1.06M	Buy	19,372 +1,112	+6%	+$58.1K	0.04%	157
2026 Q1	$830K	Sell	18,260 -1,914	-9%	-$90.5K	0.03%	177
2025 Q4	$891K	Sell	20,174 -4,727	-19%	-$208K	0.04%	166
2025 Q3	$1.08M	Sell	24,901 -45,738	-65%	-$1.87M	0.05%	148
2025 Q2	$2.77M	Buy	70,639 +624	+0.9%	+$22.6K	0.13%	75
2025 Q1	$2.45M	Buy	70,015 +7,206	+11%	+$251K	0.13%	81
2024 Q4	$2.1M	Sell	62,809 -1,425	-2%	-$50.3K	0.1%	76
2024 Q3	$2.34M	Buy	64,234 +1,544	+2%	+$52.7K	0.11%	89
2024 Q2	$2.1M	Buy	62,690 +41,549	+197%	+$1.37M	0.11%	96
2024 Q1	$681K	Sell	21,141 -99,082	-82%	-$3.12M	0.04%	183
2023 Q4	$3.85M	Sell	120,223 -5,633	-4%	-$174K	0.22%	65
2023 Q3	$3.81M	Hold	125,856	–	–	0.26%	53
2023 Q2	$3.98M	Buy	125,856 +5,283	+4%	+$166K	0.28%	51
2023 Q1	$3.8M	Buy	120,573 +2,695	+2%	+$85.4K	0.29%	53
2022 Q4	$3.54M	Buy	117,878 +924	+0.8%	+$27.1K	0.3%	46
2022 Q3	$3.24M	Sell	116,954 -3,557	-3%	-$111K	0.3%	45
2022 Q2	$3.89M	Buy	120,511 +45,955	+62%	+$1.56M	0.34%	43
2022 Q1	$2.74M	Buy	74,556 +2,180	+3%	+$83.7K	0.21%	55
2021 Q4	$2.88M	Buy	72,376 +1,336	+2%	+$55.1K	0.22%	54
2021 Q3	$2.94M	Hold	71,040	–	–	0.26%	49
2021 Q2	$3.21M	Sell	71,040 -18,528	-21%	-$820K	0.28%	49
2021 Q1	$4.49M	Sell	89,568 -3,486	-4%	-$155K	0.41%	31
2020 Q4	$4.49M	Buy	93,054 +19,404	+26%	+$756K	0.48%	34
2020 Q3	$2.62M	Sell	73,650 -18,687	-20%	-$662K	0.29%	50
2020 Q2	$3.5M	Buy	92,337 +19,830	+27%	+$596K	0.43%	37
2020 Q1	$1.99M	Hold	72,507	–	–	0.3%	47
2019 Q4	$2.6M	Buy	72,507 +1,345	+2%	+$46.1K	0.29%	50
2019 Q3	$2.31M	Hold	71,162	–	–	0.29%	49
2019 Q2	$2.42M	Sell	71,162 -7,267	-9%	-$245K	0.3%	50
2019 Q1	$2.67M	Buy	78,429 +1,971	+3%	+$65.6K	0.92%	13
2018 Q4	$2.35M	Buy	76,458 +45,539	+147%	+$1.43M	1.02%	13
2018 Q3	$1.03M	Buy	30,919 +7,717	+33%	+$260K	0.46%	24
2018 Q2	$771K	Buy	23,202 +11,240	+94%	+$406K	0.37%	28
2018 Q1	$444K	Buy	11,962 +4,048	+51%	+$156K	0.25%	37
2017 Q4	$304K	Buy	+7,914	New	+$285K	0.16%	49

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Connecticut Wealth Management's ESGE Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.1% in Q2 2026, buying an estimated $58.1K and bringing the position to 19,372 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #157.

Connecticut Wealth Management first reported a position in ESGE in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.49M in Q1 2021. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Connecticut Wealth Management held 19,372 shares of iShares ESG Aware MSCI EM ETF worth $1.06M as of Q2 2026.
Connecticut Wealth Management bought 1,112 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $58.1K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #157 holding.
Connecticut Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 35 quarters since.
Connecticut Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $4.49M in Q1 2021.
304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.