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Eley Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Eley Financial 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
Q1 		$213K Buy
4,685
+25
+0.5% +$1.18K 0.08% 68
2025
Q4 		$206K Sell
4,660
-140
-3% -$6.17K 0.07% 66
2025
Q3 		$208K Buy
+4,800
New +$196K 0.08% 67

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Eley Financial Management's ESGE Position: Q1 2026 in Review

Eley Financial Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.54% in Q1 2026, buying an estimated $1.18K and bringing the position to 4,685 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #68.

Eley Financial Management first reported a position in ESGE in Q3 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Eley Financial Management held 4,685 shares of iShares ESG Aware MSCI EM ETF worth $213K as of Q1 2026.
  • Eley Financial Management bought 25 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.18K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Eley Financial Management's portfolio in Q1 2026, its #68 holding.
  • Eley Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.