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FAS Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

FAS Wealth Partners’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 		$23.1K Sell
508
-33
-6% -$1.56K ﹤0.01% 433
2025
Q4 		$23.9K Sell
541
-31
-5% -$1.37K ﹤0.01% 429
2025
Q3 		$24.8K Sell
572
-3
-0.5% -$122 ﹤0.01% 403
2025
Q2 		$22.5K Sell
575
-30
-5% -$1.09K ﹤0.01% 400
2025
Q1 		$21.2K Sell
605
-63
-9% -$2.19K ﹤0.01% 375
2024
Q4 		$22.3K Buy
668
+44
+7% +$1.55K ﹤0.01% 376
2024
Q3 		$22.7K Buy
624
+91
+17% +$3.11K ﹤0.01% 388
2024
Q2 		$17.9K Buy
533
+4
+0.8% +$132 ﹤0.01% 387
2024
Q1 		$17.1K Buy
529
+113
+27% +$3.56K ﹤0.01% 397
2023
Q4 		$13.4K Buy
416
+114
+38% +$3.52K ﹤0.01% 390
2023
Q3 		$9.14K Hold
302
– – ﹤0.01% 391
2023
Q2 		$9.55K Sell
302
-9
-3% -$282 ﹤0.01% 368
2023
Q1 		$9.8K Sell
311
-9
-3% -$285 ﹤0.01% 389
2022
Q4 		$9.63K Sell
320
-18
-5% -$527 ﹤0.01% 385
2022
Q3 		$9K Buy
338
+20
+6% +$624 ﹤0.01% 373
2022
Q2 		$10K Buy
318
+4
+1% +$136 ﹤0.01% 376
2022
Q1 		$12K Hold
314
– – ﹤0.01% 368
2021
Q4 		$12K Sell
314
-4
-1% -$165 ﹤0.01% 384
2021
Q3 		$13K Hold
318
– – ﹤0.01% 379
2021
Q2 		$14K Buy
318
+157
+98% +$6.95K ﹤0.01% 359
2021
Q1 		$7K Buy
161
+74
+85% +$3.29K ﹤0.01% 337
2020
Q4 		$4K Buy
87
+1
+1% +$39 ﹤0.01% 331
2020
Q3 		$3K Hold
86
– – ﹤0.01% 312
2020
Q2 		$3K Sell
86
-88
-51% -$2.64K ﹤0.01% 302
2020
Q1 		$5K Buy
174
+10
+6% +$330 ﹤0.01% 286
2019
Q4 		$6K Buy
+164
New +$5.62K ﹤0.01% 279

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

FAS Wealth Partners's ESGE Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.1% in Q1 2026, selling an estimated $1.56K and leaving 508 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

FAS Wealth Partners first reported a position in ESGE in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.8K in Q3 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • FAS Wealth Partners held 508 shares of iShares ESG Aware MSCI EM ETF worth $23.1K as of Q1 2026.
  • FAS Wealth Partners sold 33 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.56K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #433 holding.
  • FAS Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 26 quarters since.
  • FAS Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $24.8K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.