Continuum Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Continuum Advisory’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	$347K	Buy	7,640 +781	+11%	+$36.9K	0.03%	341
2025 Q4	$303K	Buy	6,859 +298	+5%	+$13.1K	0.03%	362
2025 Q3	$285K	Sell	6,561 -96	-1%	-$3.92K	0.03%	369
2025 Q2	$261K	Buy	6,657 +2	+0%	+$72	0.03%	365
2025 Q1	$233K	Sell	6,655 -61	-0.9%	-$2.12K	0.03%	364
2024 Q4	$224K	Buy	6,716 +57	+0.9%	+$2.01K	0.03%	371
2024 Q3	$227K	Sell	6,659 -178	-3%	-$6.08K	0.03%	374
2024 Q2	$229K	Buy	6,837 +545	+9%	+$18K	0.03%	349
2024 Q1	$210K	Buy	+6,292	New	+$198K	0.03%	367
2021 Q3	–	Sell	-4,998	Closed	-$226K	–	298
2021 Q2	$226K	Buy	+4,998	New	+$221K	0.07%	248
2020 Q2	–	Sell	-9,443	Closed	-$248K	–	150
2020 Q1	$248K	Buy	+9,443	New	+$312K	0.17%	114

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Continuum Advisory's ESGE Position: Q1 2026 in Review

Continuum Advisory increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q1 2026, buying an estimated $36.9K and bringing the position to 7,640 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #341.

Continuum Advisory first reported a position in ESGE in Q1 2020 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Continuum Advisory held 7,640 shares of iShares ESG Aware MSCI EM ETF worth $347K as of Q1 2026.
Continuum Advisory bought 781 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $36.9K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #341 holding.
Continuum Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.