Elwood & Goetz Wealth Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$340K	Buy	7,483 +1,159	+18%	+$54.8K	0.06%	97
2025 Q4	$279K	Sell	6,324 -14	-0.2%	-$617	0.05%	111
2025 Q3	$275K	Buy	6,338 +4	+0.1%	+$163	0.05%	105
2025 Q2	$248K	Sell	6,334 -114	-2%	-$4.13K	0.05%	100
2025 Q1	$225K	Sell	6,448 -52	-0.8%	-$1.81K	0.06%	90
2024 Q4	$217K	Sell	6,500 -118	-2%	-$4.16K	0.05%	95
2024 Q3	$241K	Hold	6,618	–	–	0.06%	90
2024 Q2	$222K	Buy	6,618 +224	+4%	+$7.38K	0.06%	77
2024 Q1	$206K	Buy	6,394 +127	+2%	+$4K	0.05%	86
2023 Q4	$201K	Buy	+6,267	New	+$193K	0.04%	82
2023 Q3	–	Sell	-6,989	Closed	-$221K	–	79
2023 Q2	$221K	Buy	+6,989	New	+$219K	0.05%	66
2022 Q3	–	Sell	-7,348	Closed	-$237K	–	63
2022 Q2	$237K	Sell	7,348 -10,302	-58%	-$349K	0.08%	55
2022 Q1	$648K	Buy	+17,650	New	+$678K	0.2%	33

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ESGE Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 18% in Q1 2026, buying an estimated $54.8K and bringing the position to 7,483 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #97.

Elwood & Goetz Wealth Advisory Group first reported a position in ESGE in Q1 2022 and has held it in 13 quarters since. The position peaked at $648K in Q1 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 7,483 shares of iShares ESG Aware MSCI EM ETF worth $340K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 1,159 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $54.8K.
iShares ESG Aware MSCI EM ETF made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #97 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 13 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $648K in Q1 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.