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

GenTrust’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
2021
Q1 		– Sell
-5,801
Closed -$244K – 148
2020
Q4 		$244K Buy
+5,801
New +$226K 0.02% 95

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

GenTrust's ESGE Position: Q1 2026 in Review

GenTrust reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 65% in Q1 2026, selling an estimated $723K and leaving 8,128 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #176.

GenTrust first reported a position in ESGE in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • GenTrust held 8,128 shares of iShares ESG Aware MSCI EM ETF worth $370K as of Q1 2026.
  • GenTrust sold 15,284 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $723K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of GenTrust's portfolio in Q1 2026, its #176 holding.
  • GenTrust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 23 quarters since.
  • GenTrust's iShares ESG Aware MSCI EM ETF position peaked at $1.07M in Q2 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.