Fiduciary Counselling’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fiduciary Counselling’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	$94.2K	Sell	2,072 -137	-6%	-$6.48K	0.26%	7
2025 Q4	$97.6K	Sell	2,209 -306	-12%	-$13.5K	0.26%	9
2025 Q3	$109K	Hold	2,515	–	–	0.29%	7
2025 Q2	$98.5K	Hold	2,515	–	–	0.28%	7
2025 Q1	$87.9K	Hold	2,515	–	–	0.22%	8
2024 Q4	$84K	Hold	2,515	–	–	0.22%	9
2024 Q3	$91.6K	Sell	2,515 -109	-4%	-$3.72K	0.23%	8
2024 Q2	$88K	Sell	2,624 -1,348	-34%	-$44.4K	0.25%	9
2024 Q1	$128K	Hold	3,972	–	–	0.35%	8
2023 Q4	$127K	Sell	3,972 -547	-12%	-$16.9K	0.38%	8
2023 Q3	$137K	Hold	4,519	–	–	0.44%	8
2023 Q2	$143K	Hold	4,519	–	–	0.43%	8
2023 Q1	$142K	Hold	4,519	–	–	0.34%	9
2022 Q4	$136K	Sell	4,519 -480	-10%	-$14.1K	0.3%	10
2022 Q3	$138K	Hold	4,999	–	–	0.29%	9
2022 Q2	$162K	Hold	4,999	–	–	0.42%	8
2022 Q1	$184K	Hold	4,999	–	–	0.38%	8
2021 Q4	$199K	Hold	4,999	–	–	0.41%	6
2021 Q3	$207K	Hold	4,999	–	–	0.48%	6
2021 Q2	$226K	Sell	4,999 -451	-8%	-$20K	0.52%	6
2021 Q1	$236K	Hold	5,450	–	–	0.73%	6
2020 Q4	$229K	Sell	5,450 -441	-7%	-$17.2K	0.75%	6
2020 Q3	$210K	Sell	5,891 -508	-8%	-$18K	0.8%	6
2020 Q2	$205K	Sell	6,399 -1,238	-16%	-$37.2K	0.96%	5
2020 Q1	$209K	Hold	7,637	–	–	1.13%	5
2019 Q4	$274K	Hold	7,637	–	–	1.07%	5
2019 Q3	$248K	Buy	+7,637	New	+$251K	1.05%	5

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

Fiduciary Counselling's ESGE Position: Q1 2026 in Review

Fiduciary Counselling reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.2% in Q1 2026, selling an estimated $6.48K and leaving 2,072 shares worth $94.2K. The position accounts for 0.26% of the portfolio, ranked #7.

Fiduciary Counselling first reported a position in ESGE in Q3 2019 and has held it in 27 quarters since. The position peaked at $274K in Q4 2019. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Fiduciary Counselling held 2,072 shares of iShares ESG Aware MSCI EM ETF worth $94.2K as of Q1 2026.
Fiduciary Counselling sold 137 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $6.48K.
iShares ESG Aware MSCI EM ETF made up 0.26% of Fiduciary Counselling's portfolio in Q1 2026, its #7 holding.
Fiduciary Counselling first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 27 quarters since.
Fiduciary Counselling's iShares ESG Aware MSCI EM ETF position peaked at $274K in Q4 2019.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Fiduciary Counselling's 13F filing for Q1 2026, filed 5 May 2026.