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

Gen-Wealth 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	$226K	Buy	4,961 +122	+3%	+$5.77K	0.07%	238
2025 Q4	$214K	Buy	4,839 +806	+20%	+$35.5K	0.07%	251
2025 Q3	$175K	Buy	4,033 +123	+3%	+$5.02K	0.06%	256
2025 Q2	$153K	Buy	3,910 +61	+2%	+$2.21K	0.06%	244
2025 Q1	$135K	Sell	3,849 -73	-2%	-$2.54K	0.06%	243
2024 Q4	$131K	Sell	3,922 -445	-10%	-$15.7K	0.06%	252
2024 Q3	$155K	Buy	4,367 +303	+7%	+$10.3K	0.07%	244
2024 Q2	$136K	Buy	4,064 +1,195	+42%	+$39.4K	0.07%	247
2024 Q1	$92.5K	Buy	+2,869	New	+$90.4K	0.05%	309

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

Gen-Wealth Partners's ESGE Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.5% in Q1 2026, buying an estimated $5.77K and bringing the position to 4,961 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #238.

Gen-Wealth Partners first reported a position in ESGE in Q1 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Gen-Wealth Partners held 4,961 shares of iShares ESG Aware MSCI EM ETF worth $226K as of Q1 2026.
Gen-Wealth Partners bought 122 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $5.77K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Gen-Wealth Partners's portfolio in Q1 2026, its #238 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.