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

Evolution 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
Q1 		$57.6K Buy
1,266
+826
+188% +$39.1K 0.04% 248
2025
Q4 		$19.4K Buy
440
+173
+65% +$7.63K 0.02% 357
2025
Q3 		$11.6K Hold
267
– – 0.01% 357
2025
Q2 		$10.5K Buy
+267
New +$9.67K 0.01% 354

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

Evolution Wealth Management's ESGE Position: Q1 2026 in Review

Evolution Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 188% in Q1 2026, buying an estimated $39.1K and bringing the position to 1,266 shares worth $57.6K. The position accounts for 0.04% of the portfolio, ranked #248.

Evolution Wealth Management first reported a position in ESGE in Q2 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Evolution Wealth Management held 1,266 shares of iShares ESG Aware MSCI EM ETF worth $57.6K as of Q1 2026.
  • Evolution Wealth Management bought 826 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $39.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Evolution Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.