Empirical Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Empirical Wealth 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 Q2	$14.4M	Sell	262,736 -8,595	-3%	-$449K	0.21%	87
2026 Q1	$12.3M	Sell	271,331 -6,572	-2%	-$311K	0.21%	84
2025 Q4	$12.3M	Sell	277,903 -4,858	-2%	-$214K	0.22%	79
2025 Q3	$12.3M	Sell	282,761 -2,312	-0.8%	-$94.3K	0.25%	77
2025 Q2	$11.2M	Sell	285,073 -13,269	-4%	-$480K	0.25%	77
2025 Q1	$10.4M	Buy	298,342 +1,303	+0.4%	+$45.4K	0.27%	77
2024 Q4	$9.92M	Sell	297,039 -2,063	-0.7%	-$72.8K	0.27%	78
2024 Q3	$10.9M	Sell	299,102 -31,697	-10%	-$1.08M	0.31%	71
2024 Q2	$11.1M	Sell	330,799 -20,025	-6%	-$660K	0.33%	63
2024 Q1	$11.3M	Buy	350,824 +5,307	+2%	+$167K	0.34%	58
2023 Q4	$11.1M	Buy	345,517 +20,035	+6%	+$618K	0.37%	54
2023 Q3	$9.86M	Buy	325,482 +15,711	+5%	+$498K	0.39%	57
2023 Q2	$9.8M	Buy	309,771 +35,866	+13%	+$1.13M	0.39%	54
2023 Q1	$8.62M	Buy	273,905 +27,015	+11%	+$856K	0.37%	55
2022 Q4	$7.42M	Buy	246,890 +71,501	+41%	+$2.1M	0.35%	55
2022 Q3	$4.85M	Sell	175,389 -2,917	-2%	-$91K	0.25%	78
2022 Q2	$5.76M	Sell	178,306 -711	-0.4%	-$24.1K	0.3%	61
2022 Q1	$6.58M	Buy	179,017 +31,136	+21%	+$1.2M	0.33%	55
2021 Q4	$5.88M	Buy	147,881 +30,037	+25%	+$1.24M	0.29%	60
2021 Q3	$4.88M	Buy	117,844 +15,800	+15%	+$675K	0.28%	63
2021 Q2	$4.61M	Buy	102,044 +19,041	+23%	+$843K	0.28%	62
2021 Q1	$3.6M	Buy	83,003 +22,262	+37%	+$990K	0.29%	62
2020 Q4	$2.55M	Buy	60,741 +13,854	+30%	+$540K	0.19%	74
2020 Q3	$1.67M	Buy	46,887 +12,868	+38%	+$456K	0.14%	100
2020 Q2	$1.09M	Buy	34,019 +13,953	+70%	+$419K	0.1%	123
2020 Q1	$549K	Buy	20,066 +7,716	+62%	+$255K	0.06%	171
2019 Q4	$444K	Buy	+12,350	New	+$423K	0.05%	204

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Empirical Wealth Management's ESGE Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.2% in Q2 2026, selling an estimated $449K and leaving 262,736 shares worth $14.4M. The position accounts for 0.21% of the portfolio, ranked #87.

Empirical Wealth Management first reported a position in ESGE in Q4 2019 and has held it in 27 quarters since. 262 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Empirical Wealth Management held 262,736 shares of iShares ESG Aware MSCI EM ETF worth $14.4M as of Q2 2026.
Empirical Wealth Management sold 8,595 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $449K.
iShares ESG Aware MSCI EM ETF made up 0.21% of Empirical Wealth Management's portfolio in Q2 2026, its #87 holding.
Empirical Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 27 quarters since.
262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.