Covestor
ESGE icon

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

Covestor’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 		$96K Buy
1,779
+87
+5% +$4.63K 0.06% 357
2026
Q2 		$93K Sell
1,692
-34
-2% -$1.78K 0.05% 396
2026
Q1 		$78K Buy
1,726
+21
+1% +$993 0.05% 409
2025
Q4 		$75K Buy
1,705
+33
+2% +$1.46K 0.04% 720
2025
Q3 		$73K Sell
1,672
-68
-4% -$2.77K 0.04% 729
2025
Q2 		$68K Buy
1,740
+58
+3% +$2.1K 0.04% 765
2025
Q1 		$59K Buy
1,682
+159
+10% +$5.54K 0.04% 776
2024
Q4 		$51K Sell
1,523
-262
-15% -$9.24K 0.03% 849
2024
Q3 		$65K Buy
1,785
+118
+7% +$4.03K 0.04% 754
2024
Q2 		$56K Sell
1,667
-67
-4% -$2.21K 0.04% 802
2024
Q1 		$56K Sell
1,734
-154
-8% -$4.85K 0.04% 839
2023
Q4 		$61K Sell
1,888
-516
-21% -$15.9K 0.04% 759
2023
Q3 		$73K Buy
2,404
+1
+0% +$32 0.06% 592
2023
Q2 		$76K Sell
2,403
-133
-5% -$4.17K 0.06% 594
2023
Q1 		$80K Sell
2,536
-822
-24% -$26K 0.07% 507
2022
Q4 		$101K Buy
3,358
+183
+6% +$5.36K 0.08% 380
2022
Q3 		$88K Buy
3,175
+144
+5% +$4.49K 0.08% 416
2022
Q2 		$98K Sell
3,031
-27
-0.9% -$915 0.08% 427
2022
Q1 		$112K Sell
3,058
-288
-9% -$11.1K 0.07% 429
2021
Q4 		$133K Buy
+3,346
New +$138K 0.19% 74

Other funds holding ESGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Covestor's ESGE Position: Q3 2026 in Review

Covestor increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.1% in Q3 2026, buying an estimated $4.63K and bringing the position to 1,779 shares worth $96K. The position accounts for 0.06% of the portfolio, ranked #357.

Covestor first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $133K in Q4 2021. 516 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Covestor held 1,779 shares of iShares ESG Aware MSCI EM ETF worth $96K as of Q3 2026.
  • Covestor bought 87 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $4.63K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Covestor's portfolio in Q3 2026, its #357 holding.
  • Covestor first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • Covestor's iShares ESG Aware MSCI EM ETF position peaked at $133K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.