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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q2 		$110K Sell
2,004
-213
-10% -$11.1K 0.03% 243
2026
Q1 		$101K Buy
2,217
+1,023
+86% +$48.4K 0.03% 236
2025
Q4 		$52.7K Hold
1,194
– – 0.02% 294
2025
Q3 		$51.8K Sell
1,194
-75
-6% -$3.06K 0.02% 271
2025
Q2 		$49.7K Hold
1,269
– – 0.02% 267
2025
Q1 		$44.4K Hold
1,269
– – 0.02% 272
2024
Q4 		$42.4K Hold
1,269
– – 0.02% 276
2024
Q3 		$46.2K Hold
1,269
– – 0.02% 227
2024
Q2 		$42.5K Hold
1,269
– – 0.02% 217
2024
Q1 		$40.9K Buy
1,269
+192
+18% +$6.05K 0.03% 213
2023
Q4 		$34.5K Hold
1,077
– – 0.02% 208
2023
Q3 		$32.6K Hold
1,077
– – 0.02% 181
2023
Q2 		$34.1K Hold
1,077
– – 0.03% 180
2023
Q1 		$33.9K Hold
1,077
– – 0.03% 180
2022
Q4 		$32.4K Buy
+1,077
New +$31.6K 0.03% 179

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ESGE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.6% in Q2 2026, selling an estimated $11.1K and leaving 2,004 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #243.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,004 shares of iShares ESG Aware MSCI EM ETF worth $110K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 213 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $11.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #243 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.