Diversified Enterprises
ESGE icon

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

Diversified Enterprises’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 		$1.03M Sell
19,060
-15
-0.1% -$799 0.05% 171
2026
Q2 		$1.04M Buy
19,075
+19
+0.1% +$993 0.05% 157
2026
Q1 		$866K Buy
19,056
+5,716
+43% +$270K 0.05% 171
2025
Q4 		$589K Sell
13,340
-81
-0.6% -$3.57K 0.04% 194
2025
Q3 		$583K Buy
13,421
+113
+0.8% +$4.61K 0.04% 144
2025
Q2 		$521K Buy
13,308
+617
+5% +$22.3K 0.04% 155
2025
Q1 		$444K Buy
12,691
+1,059
+9% +$36.9K 0.04% 172
2024
Q4 		$388K Sell
11,632
-1,391
-11% -$49.1K 0.04% 155
2024
Q3 		$474K Buy
+13,023
New +$445K 0.05% 130

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Diversified Enterprises's ESGE Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.08% in Q3 2026, selling an estimated $799 and leaving 19,060 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #171.

Diversified Enterprises first reported a position in ESGE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2026. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Diversified Enterprises held 19,060 shares of iShares ESG Aware MSCI EM ETF worth $1.03M as of Q3 2026.
  • Diversified Enterprises sold 15 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $799.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #171 holding.
  • Diversified Enterprises first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's iShares ESG Aware MSCI EM ETF position peaked at $1.04M in Q2 2026.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.