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 Q2	$234K	Buy	+4,336	New	+$227K	0.17%	49

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

DWR Wealth Management's ESGE Position: Q2 2026 in Review

DWR Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 4,336 shares worth $234K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings.

203 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

DWR Wealth Management held 4,336 shares of iShares ESG Aware MSCI EM ETF worth $234K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new DWR Wealth Management position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.17% of DWR Wealth Management's portfolio in Q2 2026, its #49 holding.
203 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.