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Evergreen Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Evergreen Capital 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
Q1 		$531K Sell
11,688
-5
-0% -$236 0.01% 752
2025
Q4 		$516K Sell
11,693
-193
-2% -$8.51K 0.01% 724
2025
Q3 		$516K Sell
11,886
-265
-2% -$10.8K 0.01% 644
2025
Q2 		$476K Sell
12,151
-330
-3% -$11.9K 0.01% 571
2025
Q1 		$436K Buy
12,481
+491
+4% +$17.1K 0.01% 561
2024
Q4 		$401K Buy
11,990
+218
+2% +$7.69K 0.01% 593
2024
Q3 		$429K Buy
11,772
+78
+0.7% +$2.66K 0.01% 569
2024
Q2 		$392K Sell
11,694
-678
-5% -$22.3K 0.01% 551
2024
Q1 		$399K Sell
12,372
-212
-2% -$6.68K 0.02% 516
2023
Q4 		$403K Buy
12,584
+3,116
+33% +$96.1K 0.02% 476
2023
Q3 		$287K Sell
9,468
-3,709
-28% -$117K 0.01% 573
2023
Q2 		$417K Buy
13,177
+3,736
+40% +$117K 0.02% 438
2023
Q1 		$297K Sell
9,441
-895
-9% -$28.4K 0.01% 513
2022
Q4 		$311K Buy
10,336
+305
+3% +$8.94K 0.01% 473
2022
Q3 		$278K Buy
10,031
+850
+9% +$26.5K 0.01% 465
2022
Q2 		$297K Sell
9,181
-2,100
-19% -$71.2K 0.02% 421
2022
Q1 		$414K Sell
11,281
-355
-3% -$13.6K 0.02% 414
2021
Q4 		$463K Buy
11,636
+1,160
+11% +$47.8K 0.02% 387
2021
Q3 		$434K Buy
10,476
+280
+3% +$12K 0.02% 368
2021
Q2 		$460K Buy
10,196
+1,925
+23% +$85.2K 0.02% 345
2021
Q1 		$358K Buy
8,271
+1,700
+26% +$75.6K 0.02% 361
2020
Q4 		$276K Buy
+6,571
New +$256K 0.02% 363

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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

Evergreen Capital Management's ESGE Position: Q1 2026 in Review

Evergreen Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.04% in Q1 2026, selling an estimated $236 and leaving 11,688 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #752.

Evergreen Capital Management first reported a position in ESGE in Q4 2020 and has held it in 22 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Evergreen Capital Management held 11,688 shares of iShares ESG Aware MSCI EM ETF worth $531K as of Q1 2026.
  • Evergreen Capital Management sold 5 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $236.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #752 holding.
  • Evergreen Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 22 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.