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 Q2	$240K	Sell	4,387 -574	-12%	-$30K	0.07%	226
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gen-Wealth Partners's ESGE Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $30K and leaving 4,387 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #226.

Gen-Wealth Partners first reported a position in ESGE in Q1 2024 and has held it in 10 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Gen-Wealth Partners held 4,387 shares of iShares ESG Aware MSCI EM ETF worth $240K as of Q2 2026.
Gen-Wealth Partners sold 574 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $30K.
iShares ESG Aware MSCI EM ETF made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #226 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 10 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.