Facet Wealth Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Facet Wealth Inc’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	$549K	Buy	12,078 +143	+1%	+$6.76K	0.01%	161
2025 Q4	$582K	Buy	11,935 +2,247	+23%	+$99.1K	0.01%	140
2025 Q3	$421K	Buy	9,688 +1,412	+17%	+$57.6K	0.01%	130
2025 Q2	$327K	Buy	8,276 +98	+1%	+$3.55K	0.01%	120
2025 Q1	$299K	Sell	8,178 -1,039	-11%	-$36.2K	0.01%	110
2024 Q4	$321K	Buy	9,217 +68	+0.7%	+$2.4K	0.01%	107
2024 Q3	$323K	Sell	9,149 -308	-3%	-$10.5K	0.01%	108
2024 Q2	$313K	Buy	+9,457	New	+$312K	0.01%	103

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

Facet Wealth Inc's ESGE Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.2% in Q1 2026, buying an estimated $6.76K and bringing the position to 12,078 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #161.

Facet Wealth Inc first reported a position in ESGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $582K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Facet Wealth Inc held 12,078 shares of iShares ESG Aware MSCI EM ETF worth $549K as of Q1 2026.
Facet Wealth Inc bought 143 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $6.76K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #161 holding.
Facet Wealth Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 8 quarters since.
Facet Wealth Inc's iShares ESG Aware MSCI EM ETF position peaked at $582K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.