EP Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

EP Wealth Advisors’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	$845K	Buy	18,591 +298	+2%	+$14.1K	﹤0.01%	693
2025 Q4	$808K	Buy	+18,293	New	+$807K	﹤0.01%	681
2025 Q2	$853K	Sell	21,772 -16,294	-43%	-$590K	0.01%	607
2025 Q1	$1.33M	Sell	38,066 -8,038	-17%	-$280K	0.01%	434
2024 Q4	$1.54M	Sell	46,104 -28,988	-39%	-$1.02M	0.01%	404
2024 Q3	$2.73M	Sell	75,092 -21,822	-23%	-$745K	0.02%	305
2024 Q2	$3.25M	Buy	+96,914	New	+$3.19M	0.03%	223
2022 Q3	–	Sell	-5,480	Closed	-$177K	–	424
2022 Q2	$177K	Sell	5,480 -7,034	-56%	-$239K	﹤0.01%	593
2022 Q1	$460K	Buy	+12,514	New	+$481K	0.01%	396
2021 Q4	–	Sell	-12,582	Closed	-$521K	–	552
2021 Q3	$521K	Buy	+12,582	New	+$538K	0.01%	324

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

EP Wealth Advisors's ESGE Position: Q1 2026 in Review

EP Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.6% in Q1 2026, buying an estimated $14.1K and bringing the position to 18,591 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

EP Wealth Advisors first reported a position in ESGE in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.25M in Q2 2024. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

EP Wealth Advisors held 18,591 shares of iShares ESG Aware MSCI EM ETF worth $845K as of Q1 2026.
EP Wealth Advisors bought 298 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $14.1K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #693 holding.
EP Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 10 quarters since.
EP Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.25M in Q2 2024.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

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