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

Csenge Advisory Group’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	$224K	Buy	+4,935	New	+$233K	0.01%	678
2022 Q4	–	Sell	-11,547	Closed	-$319K	–	619
2022 Q3	$319K	Buy	11,547 +3,216	+39%	+$100K	0.03%	447
2022 Q2	$269K	Sell	8,331 -8,009	-49%	-$272K	0.02%	474
2022 Q1	$600K	Sell	16,340 -3,219	-16%	-$124K	0.05%	340
2021 Q4	$876K	Buy	19,559 +4,223	+28%	+$174K	0.08%	224
2021 Q3	$634K	Sell	15,336 -4,223	-22%	-$180K	0.05%	314
2021 Q2	$876K	Buy	19,559 +4,460	+30%	+$197K	0.08%	224
2021 Q1	$656K	Buy	+15,099	New	+$671K	0.07%	222

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

Csenge Advisory Group's ESGE Position: Q1 2026 in Review

Csenge Advisory Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 4,935 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in ESGE as recently as Q3 2022.

Csenge Advisory Group first reported a position in ESGE in Q1 2021 and has held it in 8 quarters since. The position peaked at $876K in Q4 2021. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Csenge Advisory Group held 4,935 shares of iShares ESG Aware MSCI EM ETF worth $224K as of Q1 2026.
iShares ESG Aware MSCI EM ETF was a new Csenge Advisory Group position in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #678 holding.
Csenge Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 8 quarters since.
Csenge Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $876K in Q4 2021.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.