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

Focus Partners Wealth’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	$6.53M	Buy	143,596 +20,836	+17%	+$985K	0.01%	844
2025 Q4	$5.42M	Sell	122,760 -533	-0.4%	-$23.5K	0.01%	914
2025 Q3	$5.38M	Buy	123,293 +12,518	+11%	+$511K	0.01%	726
2025 Q2	$4.34M	Buy	110,775 +6,201	+6%	+$225K	0.01%	716
2025 Q1	$3.65M	Sell	104,574 -6,538	-6%	-$228K	0.01%	716
2024 Q4	$3.71M	Buy	111,112 +4,774	+4%	+$168K	0.01%	691
2024 Q3	$3.87M	Buy	106,338 +67,556	+174%	+$2.31M	0.01%	619
2024 Q2	$1.3M	Buy	38,782 +177	+0.5%	+$5.83K	﹤0.01%	740
2024 Q1	$1.24M	Buy	38,605 +496	+1%	+$15.6K	0.01%	569
2023 Q4	$1.22M	Buy	+38,109	New	+$1.18M	0.02%	422

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

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

Focus Partners Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q1 2026, buying an estimated $985K and bringing the position to 143,596 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #844.

Focus Partners Wealth first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Focus Partners Wealth held 143,596 shares of iShares ESG Aware MSCI EM ETF worth $6.53M as of Q1 2026.
Focus Partners Wealth bought 20,836 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $985K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #844 holding.
Focus Partners Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.