Foster Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Foster Group’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	$529K	Sell	9,776 -923	-9%	-$49.1K	0.01%	173
2026 Q2	$585K	Sell	10,699 -1,094	-9%	-$57.2K	0.02%	172
2026 Q1	$536K	Sell	11,793 -714	-6%	-$33.8K	0.02%	163
2025 Q4	$552K	Buy	12,507 +5,830	+87%	+$257K	0.02%	153
2025 Q3	$290K	Buy	6,677 +7	+0.1%	+$286	0.01%	210
2025 Q2	$261K	Sell	6,670 -55	-0.8%	-$1.99K	0.01%	213
2025 Q1	$235K	Buy	6,725 +286	+4%	+$10K	0.01%	191
2024 Q4	$215K	Buy	6,439 +370	+6%	+$13.1K	0.01%	184
2024 Q3	$221K	Buy	+6,069	New	+$207K	0.01%	187

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group's ESGE Position: Q3 2026 in Review

Foster Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.6% in Q3 2026, selling an estimated $49.1K and leaving 9,776 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #173.

Foster Group first reported a position in ESGE in Q3 2024 and has held it in 9 quarters since. The position peaked at $585K in Q2 2026. 131 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Foster Group held 9,776 shares of iShares ESG Aware MSCI EM ETF worth $529K as of Q3 2026.
Foster Group sold 923 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $49.1K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #173 holding.
Foster Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 9 quarters since.
Foster Group's iShares ESG Aware MSCI EM ETF position peaked at $585K in Q2 2026.
131 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.