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

Evermay 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	$2.19K	Hold	40	–	–	﹤0.01%	591
2026 Q1	$1.82K	Hold	40	–	–	﹤0.01%	548
2025 Q4	$1.77K	Hold	40	–	–	﹤0.01%	519
2025 Q3	$1.74K	Sell	40 -92	-70%	-$3.75K	﹤0.01%	500
2025 Q2	$5.17K	Sell	132 -24	-15%	-$869	﹤0.01%	477
2025 Q1	$5.45K	Buy	156 +64	+70%	+$2.23K	﹤0.01%	482
2024 Q4	$3.07K	Hold	92	–	–	﹤0.01%	502
2024 Q3	$3.35K	Hold	92	–	–	﹤0.01%	524
2024 Q2	$3.08K	Hold	92	–	–	﹤0.01%	522
2024 Q1	$2.97K	Hold	92	–	–	﹤0.01%	518
2023 Q4	$2.95K	Hold	92	–	–	﹤0.01%	502
2023 Q3	$2.79K	Hold	92	–	–	﹤0.01%	487
2023 Q2	$2.91K	Buy	+92	New	+$2.89K	﹤0.01%	476
2022 Q1	–	Sell	-42	Closed	-$2K	–	541
2021 Q4	$2K	Buy	+42	New	+$1.73K	﹤0.01%	474

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

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

Evermay Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 40 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Evermay Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.45K in Q1 2025. 223 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Evermay Wealth Management held 40 shares of iShares ESG Aware MSCI EM ETF worth $2.19K as of Q2 2026.
Evermay Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #591 holding.
Evermay Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 14 quarters since.
Evermay Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $5.45K in Q1 2025.
223 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.