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 Q3	$14.3M	Buy	264,336 +1,600	+0.6%	+$85.2K	0.19%	87
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	$9.9M	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	$9.9M	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Empirical Wealth Management's ESGE Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.61% in Q3 2026, buying an estimated $85.2K and bringing the position to 264,336 shares worth $14.3M. The position accounts for 0.19% of the portfolio, ranked #87.

Empirical Wealth Management first reported a position in ESGE in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q2 2026. 516 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Empirical Wealth Management held 264,336 shares of iShares ESG Aware MSCI EM ETF worth $14.3M as of Q3 2026.
Empirical Wealth Management bought 1,600 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $85.2K.
iShares ESG Aware MSCI EM ETF made up 0.19% of Empirical Wealth Management's portfolio in Q3 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 28 quarters since.
Empirical Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $14.4M in Q2 2026.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.