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Fort Point Capital Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fort Point Capital 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 		$664K Hold
14,603
– – 0.08% 125
2025
Q4 		$684K Hold
14,603
– – 0.08% 130
2025
Q3 		$634K Hold
14,603
– – 0.07% 133
2025
Q2 		$572K Sell
14,603
-149
-1% -$5.39K 0.04% 209
2025
Q1 		$516K Hold
14,752
– – 0.06% 198
2024
Q4 		$493K Hold
14,752
– – 0.05% 206
2024
Q3 		$537K Sell
14,752
-117
-0.8% -$4K 0.07% 177
2024
Q2 		$499K Hold
14,869
– – 0.06% 193
2024
Q1 		$479K Buy
14,869
+124
+0.8% +$3.91K 0.06% 196
2023
Q4 		$473K Hold
14,745
– – 0.07% 182
2023
Q3 		$446K Sell
14,745
-855
-5% -$27.1K 0.07% 155
2023
Q2 		$493K Buy
15,600
+5,012
+47% +$157K 0.07% 155
2023
Q1 		$333K Sell
10,588
-736
-6% -$23.3K 0.05% 207
2022
Q4 		$341K Hold
11,324
– – 0.05% 194
2022
Q3 		$313K Hold
11,324
– – 0.05% 198
2022
Q2 		$366K Hold
11,324
– – 0.06% 192
2022
Q1 		$416K Buy
11,324
+1,560
+16% +$59.9K 0.06% 198
2021
Q4 		$388K Buy
+9,764
New +$403K 0.05% 197

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

Fort Point Capital Partners's ESGE Position: Q1 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 14,603 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #125.

Fort Point Capital Partners first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $684K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Fort Point Capital Partners held 14,603 shares of iShares ESG Aware MSCI EM ETF worth $664K as of Q1 2026.
  • Fort Point Capital Partners left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Fort Point Capital Partners's portfolio in Q1 2026, its #125 holding.
  • Fort Point Capital Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Fort Point Capital Partners's iShares ESG Aware MSCI EM ETF position peaked at $684K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.