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

Ferguson Wellman 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
Q3 		$15.2M Sell
280,372
-1,377
-0.5% -$73.3K 0.18% 92
2026
Q2 		$15.4M Sell
281,749
-1,526
-0.5% -$79.7K 0.19% 93
2026
Q1 		$12.9M Buy
+283,275
New +$13.4M 0.18% 91
2021
Q1 		– Sell
-97,617
Closed -$4.1M – 353
2020
Q4 		$4.1M Buy
97,617
+36,495
+60% +$1.42M 0.1% 145
2020
Q3 		$2.18M Buy
61,122
+17,130
+39% +$607K 0.06% 160
2020
Q2 		$1.41M Buy
43,992
+5,865
+15% +$176K 0.04% 175
2020
Q1 		$1.04M Buy
38,127
+8,902
+30% +$294K 0.04% 188
2019
Q4 		$1.05M Buy
29,225
+3,095
+12% +$106K 0.03% 214
2019
Q3 		$850K Sell
26,130
-8,610
-25% -$283K 0.03% 222
2019
Q2 		$1.18M Buy
34,740
+10,820
+45% +$365K 0.04% 194
2019
Q1 		$815K Buy
23,920
+1,800
+8% +$59.9K 0.03% 212
2018
Q4 		$678K Buy
22,120
+5,310
+32% +$167K 0.03% 231
2018
Q3 		$561K Buy
16,810
+5,450
+48% +$183K 0.02% 232
2018
Q2 		$382K Buy
+11,360
New +$410K 0.01% 272

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Ferguson Wellman Capital Management's ESGE Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.49% in Q3 2026, selling an estimated $73.3K and leaving 280,372 shares worth $15.2M. The position accounts for 0.18% of the portfolio, ranked #92.

Ferguson Wellman Capital Management first reported a position in ESGE in Q2 2018 and has held it in 14 quarters since. The position peaked at $15.4M in Q2 2026. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Ferguson Wellman Capital Management held 280,372 shares of iShares ESG Aware MSCI EM ETF worth $15.2M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 1,377 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $73.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.18% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #92 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 14 quarters since.
  • Ferguson Wellman Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $15.4M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.