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Elevation Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Elevation Wealth Partners’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 		$634K Buy
11,712
+296
+3% +$15.8K 0.18% 74
2026
Q2 		$624K Buy
11,416
+21
+0.2% +$1.1K 0.19% 73
2026
Q1 		$518K Buy
11,395
+98
+0.9% +$4.63K 0.19% 73
2025
Q4 		$499K Buy
11,297
+149
+1% +$6.57K 0.18% 74
2025
Q3 		$484K Buy
11,148
+2,854
+34% +$116K 0.17% 78
2025
Q2 		$325K Buy
8,294
+73
+0.9% +$2.64K 0.13% 91
2025
Q1 		$287K Sell
8,221
-2,148
-21% -$74.8K 0.12% 92
2024
Q4 		$346K Buy
10,369
+130
+1% +$4.59K 0.15% 82
2024
Q3 		$373K Hold
10,239
– – 0.16% 78
2024
Q2 		$343K Buy
10,239
+3,922
+62% +$129K 0.16% 78
2024
Q1 		$204K Buy
6,317
+2,301
+57% +$72.5K 0.1% 108
2023
Q4 		$122K Hold
4,016
– – 0.07% 134
2023
Q3 		$122K Sell
4,016
-172
-4% -$5.45K 0.11% 80
2023
Q2 		$132K Buy
4,188
+18
+0.4% +$565 0.11% 80
2023
Q1 		$131K Buy
+4,170
New +$132K 0.12% 83

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's ESGE Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.6% in Q3 2026, buying an estimated $15.8K and bringing the position to 11,712 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #74.

Elevation Wealth Partners first reported a position in ESGE in Q1 2023 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Elevation Wealth Partners held 11,712 shares of iShares ESG Aware MSCI EM ETF worth $634K as of Q3 2026.
  • Elevation Wealth Partners bought 296 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $15.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.18% of Elevation Wealth Partners's portfolio in Q3 2026, its #74 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.