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

DDFG Inc’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 		– Sell
-4,545
Closed -$201K – 88
2025
Q4 		$201K Sell
4,545
-71
-2% -$3.13K 0.04% 84
2025
Q3 		$200K Buy
+4,616
New +$188K 0.05% 82
2024
Q4 		– Sell
-6,114
Closed -$223K – 80
2024
Q3 		$223K Buy
+6,114
New +$209K 0.06% 74

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

DDFG Inc's ESGE Position: Q1 2026 in Review

DDFG Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 4,545 shares — an estimated $201K sold.

DDFG Inc first reported a position in ESGE in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q3 2024. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • DDFG Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • DDFG Inc sold 4,545 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $201K.
  • DDFG Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and held it in 3 quarters.
  • DDFG Inc's iShares ESG Aware MSCI EM ETF position peaked at $223K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.