CoreCap Advisors
ESGE icon

CoreCap Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CoreCap Advisors’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 		$378K Buy
6,981
+17
+0.2% +$905 0.01% 628
2026
Q2 		$381K Buy
6,964
+84
+1% +$4.39K 0.01% 640
2026
Q1 		$316K Buy
6,880
+495
+8% +$23.4K 0.01% 639
2025
Q4 		$282K Buy
6,385
+622
+11% +$27.4K 0.01% 669
2025
Q3 		$250K Hold
5,763
– – 0.01% 731
2025
Q2 		$226K Buy
5,763
+81
+1% +$2.93K 0.01% 704
2025
Q1 		$199K Buy
5,682
+290
+5% +$10.1K 0.01% 683
2024
Q4 		$180K Buy
5,392
+423
+9% +$14.9K 0.01% 733
2024
Q3 		$181K Buy
4,969
+331
+7% +$11.3K 0.01% 725
2024
Q2 		$156K Sell
4,638
-24
-0.5% -$791 0.02% 406
2024
Q1 		$150K Buy
+4,662
New +$147K 0.01% 704
2022
Q4 		$237K Sell
7,889
-8,031
-50% -$235K 0.02% 492
2022
Q3 		$441K Sell
15,920
-2,458
-13% -$76.7K 0.04% 335
2022
Q2 		$594K Buy
18,378
+9,803
+114% +$332K 0.05% 291
2022
Q1 		$315K Buy
8,575
+5,783
+207% +$222K 0.02% 399
2021
Q4 		$111K Buy
+2,792
New +$115K 0.01% 717

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's ESGE Position: Q3 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.24% in Q3 2026, buying an estimated $905 and bringing the position to 6,981 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #628.

CoreCap Advisors first reported a position in ESGE in Q4 2021 and has held it in 16 quarters since. The position peaked at $594K in Q2 2022. 168 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • CoreCap Advisors held 6,981 shares of iShares ESG Aware MSCI EM ETF worth $378K as of Q3 2026.
  • CoreCap Advisors bought 17 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $905.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #628 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI EM ETF position peaked at $594K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.