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Endeavor Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Endeavor Private Wealth’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 		$229K Buy
+5,032
New +$238K 0.07% 184
2025
Q1 		– Sell
-2,210
Closed -$73.9K – 160
2024
Q4 		$73.9K Buy
+2,210
New +$78K 0.07% 101

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 $374B AUM 17.66% 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

Endeavor Private Wealth's ESGE Position: Q1 2026 in Review

Endeavor Private Wealth opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 5,032 shares worth $229K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings. This is a return to the name: Endeavor Private Wealth previously reported a position in ESGE as recently as Q4 2024.

Endeavor Private Wealth first reported a position in ESGE in Q4 2024 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Endeavor Private Wealth held 5,032 shares of iShares ESG Aware MSCI EM ETF worth $229K as of Q1 2026.
  • iShares ESG Aware MSCI EM ETF was a new Endeavor Private Wealth position in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Endeavor Private Wealth's portfolio in Q1 2026, its #184 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.