DWR Wealth Management
ESGE icon

DWR Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

DWR Wealth Management’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 		$258K Buy
4,735
+399
+9% +$21.2K 0.18% 49
2026
Q2 		$234K Buy
+4,336
New +$227K 0.17% 49

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IMPACTfolio
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DWR Wealth Management's ESGE Position: Q3 2026 in Review

DWR Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 4,735 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #49.

DWR Wealth Management first reported a position in ESGE in Q2 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • DWR Wealth Management held 4,735 shares of iShares ESG Aware MSCI EM ETF worth $258K as of Q3 2026.
  • DWR Wealth Management bought 399 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $21.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.18% of DWR Wealth Management's portfolio in Q3 2026, its #49 holding.
  • DWR Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.