Destiny Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Destiny Wealth Partners’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	$94.9K	Buy	+2,087	New	+$98.7K	0.01%	353
2023 Q1	–	Sell	-3,366	Closed	-$101K	–	321
2022 Q4	$101K	Hold	3,366	–	–	0.02%	228
2022 Q3	$93K	Sell	3,366 -343	-9%	-$10.7K	0.02%	227
2022 Q2	$120K	Sell	3,709 -1,746	-32%	-$59.2K	0.03%	225
2022 Q1	$200K	Sell	5,455 -417	-7%	-$16K	0.04%	156
2021 Q4	$233K	Sell	5,872 -411	-7%	-$16.9K	0.04%	160
2021 Q3	$260K	Sell	6,283 -424	-6%	-$18.1K	0.05%	147
2021 Q2	$303K	Sell	6,707 -378	-5%	-$16.7K	0.06%	157
2021 Q1	$307K	Sell	7,085 -219	-3%	-$9.74K	0.06%	134
2020 Q4	$307K	Buy	+7,304	New	+$285K	0.06%	154

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

Destiny Wealth Partners's ESGE Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 2,087 shares worth $94.9K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in ESGE as recently as Q4 2022.

Destiny Wealth Partners first reported a position in ESGE in Q4 2020 and has held it in 10 quarters since. The position peaked at $307K in Q1 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Destiny Wealth Partners held 2,087 shares of iShares ESG Aware MSCI EM ETF worth $94.9K as of Q1 2026.
iShares ESG Aware MSCI EM ETF was a new Destiny Wealth Partners position in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #353 holding.
Destiny Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $307K in Q1 2021.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.