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Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$450K Sell
8,222
-590
-7% -$30.8K 0.19% 41
2026
Q1 		$401K Sell
8,812
-208
-2% -$9.83K 0.18% 44
2025
Q4 		$398K Buy
9,020
+2,428
+37% +$107K 0.19% 41
2025
Q3 		$286K Buy
6,592
+32
+0.5% +$1.31K 0.14% 48
2025
Q2 		$257K Sell
6,560
-214
-3% -$7.75K 0.14% 48
2025
Q1 		$237K Sell
6,774
-247
-4% -$8.6K 0.14% 44
2024
Q4 		$234K Buy
+7,021
New +$248K 0.15% 43

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's ESGE Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q2 2026, selling an estimated $30.8K and leaving 8,222 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #41.

Higgins & Schmidt Wealth Strategies first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 8,222 shares of iShares ESG Aware MSCI EM ETF worth $450K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 590 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $30.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #41 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.