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High Note Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

High Note Wealth’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 		$4.3M Sell
94,638
-345
-0.4% -$16.3K 0.85% 31
2025
Q4 		$4.2M Sell
94,983
-10
-0% -$441 0.82% 29
2025
Q3 		$4.12M Sell
94,993
-2,924
-3% -$119K 0.83% 34
2025
Q2 		$3.84M Sell
97,917
-140,610
-59% -$5.09M 0.88% 31
2025
Q1 		$8.34M Sell
238,527
-27,833
-10% -$969K 2.06% 14
2024
Q4 		$8.89M Sell
266,360
-1,773
-0.7% -$62.6K 2.32% 13
2024
Q3 		$9.76M Sell
268,133
-1,406
-0.5% -$48K 2.79% 10
2024
Q2 		$9.04M Sell
269,539
-1,973
-0.7% -$65K 2.76% 12
2024
Q1 		$8.75M Buy
271,512
+2,443
+0.9% +$77K 2.85% 11
2023
Q4 		$8.63M Sell
269,069
-6,810
-2% -$210K 3.24% 11
2023
Q3 		$8.35M Sell
275,879
-411
-0.1% -$13K 3.45% 9
2023
Q2 		$8.74M Sell
276,290
-10,013
-3% -$314K 3.56% 8
2023
Q1 		$9.01M Buy
286,303
+1,152
+0.4% +$36.5K 3.72% 7
2022
Q4 		$8.57M Sell
285,151
-12,639
-4% -$370K 3.59% 7
2022
Q3 		$8.16M Sell
297,790
-2,545
-0.8% -$79.4K 3.26% 8
2022
Q2 		$9.7M Sell
300,335
-1,651
-0.5% -$56K 3.79% 8
2022
Q1 		$11.1M Sell
301,986
-54,211
-15% -$2.08M 3.91% 8
2021
Q4 		$14.3M Buy
356,197
+2,244
+0.6% +$92.5K 4.83% 3
2021
Q3 		$14.7M Buy
353,953
+3,747
+1% +$160K 5.29% 3
2021
Q2 		$15.8M Buy
350,206
+494
+0.1% +$21.9K 5.74% 2
2021
Q1 		$15.1M Buy
349,712
+75,709
+28% +$3.37M 5.88% 2
2020
Q4 		$11.5M Buy
+274,003
New +$10.7M 4.89% 3

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

High Note Wealth's ESGE Position: Q1 2026 in Review

High Note Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.36% in Q1 2026, selling an estimated $16.3K and leaving 94,638 shares worth $4.3M. The position accounts for 0.85% of the portfolio, ranked #31.

High Note Wealth first reported a position in ESGE in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.8M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • High Note Wealth held 94,638 shares of iShares ESG Aware MSCI EM ETF worth $4.3M as of Q1 2026.
  • High Note Wealth sold 345 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $16.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.85% of High Note Wealth's portfolio in Q1 2026, its #31 holding.
  • High Note Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's iShares ESG Aware MSCI EM ETF position peaked at $15.8M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.