Dynamic Advisor Solutions
ESGE icon

Dynamic Advisor Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dynamic Advisor Solutions’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 		$2.19M Buy
40,344
+375
+0.9% +$20K 0.06% 303
2026
Q2 		$2.19M Sell
39,969
-2,376
-6% -$124K 0.06% 316
2026
Q1 		$1.93M Sell
42,345
-926
-2% -$43.8K 0.06% 323
2025
Q4 		$1.91M Buy
43,271
+1,760
+4% +$77.6K 0.06% 302
2025
Q3 		$1.8M Sell
41,511
-1,704
-4% -$69.5K 0.05% 339
2025
Q2 		$1.69M Sell
43,215
-3,384
-7% -$123K 0.05% 335
2025
Q1 		$1.63M Sell
46,599
-24,214
-34% -$843K 0.05% 322
2024
Q4 		$2.36M Sell
70,813
-144
-0.2% -$5.08K 0.1% 186
2024
Q3 		$2.58M Sell
70,957
-20,913
-23% -$714K 0.08% 258
2024
Q2 		$3.08M Sell
91,870
-4,406
-5% -$145K 0.1% 233
2024
Q1 		$3.1M Buy
96,276
+5,948
+7% +$187K 0.1% 234
2023
Q4 		$2.83M Buy
90,328
+4,587
+5% +$141K 0.11% 236
2023
Q3 		$2.6M Buy
85,741
+1,623
+2% +$51.4K 0.12% 194
2023
Q2 		$2.66M Buy
84,118
+24,566
+41% +$771K 0.14% 183
2023
Q1 		$1.87M Sell
59,552
-8,934
-13% -$283K 0.11% 219
2022
Q4 		$2.06M Buy
68,486
+1,749
+3% +$51.3K 0.14% 174
2022
Q3 		$1.85M Sell
66,737
-2,940
-4% -$91.7K 0.14% 161
2022
Q2 		$2.25M Buy
69,677
+8,882
+15% +$301K 0.17% 140
2022
Q1 		$2.23M Sell
60,795
-1,270
-2% -$48.8K 0.16% 150
2021
Q4 		$2.47M Buy
62,065
+264
+0.4% +$10.9K 0.18% 136
2021
Q3 		$2.56M Sell
61,801
-5,991
-9% -$256K 0.19% 130
2021
Q2 		$3.06M Buy
67,792
+908
+1% +$40.2K 0.24% 103
2021
Q1 		$2.9M Buy
66,884
+6,780
+11% +$302K 0.27% 96
2020
Q4 		$2.52M Buy
60,104
+28,515
+90% +$1.11M 0.24% 110
2020
Q3 		$1.12M Buy
31,589
+15,689
+99% +$556K 0.13% 190
2020
Q2 		$510K Sell
15,900
-256
-2% -$7.69K 0.07% 275
2020
Q1 		$442K Buy
16,156
+9,059
+128% +$299K 0.08% 261
2019
Q4 		$255K Buy
+7,097
New +$243K 0.03% 449

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's ESGE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.94% in Q3 2026, buying an estimated $20K and bringing the position to 40,344 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #303.

Dynamic Advisor Solutions first reported a position in ESGE in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.1M in Q1 2024. 130 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Dynamic Advisor Solutions held 40,344 shares of iShares ESG Aware MSCI EM ETF worth $2.19M as of Q3 2026.
  • Dynamic Advisor Solutions bought 375 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $20K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #303 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware MSCI EM ETF position peaked at $3.1M in Q1 2024.
  • 130 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.