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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $374B AUM 17.66% 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

Diversified Enterprises's ESGE Position: Q1 2026 in Review

Diversified Enterprises increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 43% in Q1 2026, buying an estimated $270K and bringing the position to 19,056 shares worth $866K. 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 7 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Diversified Enterprises held 19,056 shares of iShares ESG Aware MSCI EM ETF worth $866K as of Q1 2026.
  • Diversified Enterprises bought 5,716 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $270K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Diversified Enterprises's portfolio in Q1 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 7 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.