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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's ESGE Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.18% in Q2 2026, buying an estimated $1.1K and bringing the position to 11,416 shares worth $624K. The position accounts for 0.19% of the portfolio, ranked #73.

Elevation Wealth Partners first reported a position in ESGE in Q1 2023 and has held it in 14 quarters since. 270 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Elevation Wealth Partners held 11,416 shares of iShares ESG Aware MSCI EM ETF worth $624K as of Q2 2026.
  • Elevation Wealth Partners bought 21 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Elevation Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 14 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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