IMPACTfolio
ESGE icon

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

IMPACTfolio’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
Q3 		$28.4M Buy
523,939
+25,763
+5% +$1.37M 10.34% 5
2026
Q2 		$27.2M Buy
498,176
+12,547
+3% +$656K 10.26% 5
2026
Q1 		$22.1M Buy
485,629
+37,185
+8% +$1.76M 9.38% 5
2025
Q4 		$19.8M Sell
448,444
-36,019
-7% -$1.59M 8.32% 5
2025
Q3 		$21M Buy
484,463
+66,209
+16% +$2.7M 9.07% 5
2025
Q2 		$16.4M Buy
418,254
+4,268
+1% +$155K 7.77% 5
2025
Q1 		$14.5M Buy
413,986
+102,948
+33% +$3.58M 7.6% 5
2024
Q4 		$10.4M Buy
311,038
+2,791
+0.9% +$98.5K 5.39% 5
2024
Q3 		$11.2M Buy
308,247
+4,318
+1% +$147K 5.79% 5
2024
Q2 		$10.2M Buy
303,929
+7,978
+3% +$263K 5.71% 5
2024
Q1 		$9.5M Buy
295,951
+4,117
+1% +$130K 5.76% 5
2023
Q4 		$9.36M Buy
291,834
+14,712
+5% +$454K 6.09% 7
2023
Q3 		$8.39M Buy
277,122
+14,349
+5% +$454K 6.05% 7
2023
Q2 		$8.31M Buy
262,773
+12,818
+5% +$402K 6.6% 6
2023
Q1 		$7.87M Buy
249,955
+17,084
+7% +$541K 6.59% 6
2022
Q4 		$7M Buy
232,871
+40,268
+21% +$1.18M 6.49% 6
2022
Q3 		$5.33M Sell
192,603
-10,825
-5% -$338K 5.2% 7
2022
Q2 		$6.57M Buy
203,428
+19,978
+11% +$677K 6.2% 7
2022
Q1 		$6.74M Buy
183,450
+69,815
+61% +$2.68M 5.02% 8
2021
Q4 		$4.52M Buy
+113,635
New +$4.69M 3.96% 8

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio's ESGE Position: Q3 2026 in Review

IMPACTfolio increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.2% in Q3 2026, buying an estimated $1.37M and bringing the position to 523,939 shares worth $28.4M. The position accounts for 10.34% of the portfolio, ranked #5.

IMPACTfolio first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • IMPACTfolio held 523,939 shares of iShares ESG Aware MSCI EM ETF worth $28.4M as of Q3 2026.
  • IMPACTfolio bought 25,763 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $1.37M.
  • iShares ESG Aware MSCI EM ETF made up 10.34% of IMPACTfolio's portfolio in Q3 2026, its #5 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.