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Integrated Wealth Concepts’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Integrated Wealth Concepts’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 		$1.76M Buy
38,711
+24,353
+170% +$1.15M 0.01% 813
2025
Q4 		$634K Sell
14,358
-22,104
-61% -$975K 0.01% 975
2025
Q3 		$1.58M Buy
36,462
+3,049
+9% +$124K 0.01% 775
2025
Q2 		$1.31M Buy
33,413
+2,525
+8% +$91.4K 0.01% 789
2025
Q1 		$1.08M Sell
30,888
-8,273
-21% -$288K 0.01% 797
2024
Q4 		$1.31M Sell
39,161
-22,595
-37% -$797K 0.02% 707
2024
Q3 		$2.25M Buy
61,756
+10,105
+20% +$345K 0.03% 512
2024
Q2 		$1.73M Buy
51,651
+748
+1% +$24.6K 0.02% 561
2024
Q1 		$1.64M Sell
50,903
-9,951
-16% -$314K 0.02% 578
2023
Q4 		$1.95M Sell
60,854
-38,454
-39% -$1.19M 0.03% 492
2023
Q3 		$3.01M Sell
99,308
-6,769
-6% -$214K 0.05% 328
2023
Q2 		$3.36M Sell
106,077
-280
-0.3% -$8.78K 0.06% 308
2023
Q1 		$3.35M Sell
106,357
-76,102
-42% -$2.41M 0.07% 265
2022
Q4 		$5.49M Sell
182,459
-64,328
-26% -$1.89M 0.15% 142
2022
Q3 		$6.83M Buy
246,787
+545
+0.2% +$17K 0.22% 100
2022
Q2 		$7.96M Buy
246,242
+38,466
+19% +$1.3M 0.25% 90
2022
Q1 		$7.63M Sell
207,776
-94,891
-31% -$3.64M 0.23% 92
2021
Q4 		$12M Sell
302,667
-32,170
-10% -$1.33M 0.36% 60
2021
Q3 		$13.9M Sell
334,837
-54,031
-14% -$2.31M 0.45% 51
2021
Q2 		$17.6M Buy
388,868
+48,626
+14% +$2.15M 0.62% 41
2021
Q1 		$14.7M Sell
340,242
-37,990
-10% -$1.69M 0.61% 41
2020
Q4 		$15.9M Buy
378,232
+333,882
+753% +$13M 0.75% 36
2020
Q3 		$1.58M Buy
44,350
+1,522
+4% +$53.9K 0.1% 156
2020
Q2 		$1.37M Buy
42,828
+16,161
+61% +$485K 0.1% 133
2020
Q1 		$730K Buy
+26,667
New +$881K 0.07% 173

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

Integrated Wealth Concepts's ESGE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 170% in Q1 2026, buying an estimated $1.15M and bringing the position to 38,711 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #813.

Integrated Wealth Concepts first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Integrated Wealth Concepts held 38,711 shares of iShares ESG Aware MSCI EM ETF worth $1.76M as of Q1 2026.
  • Integrated Wealth Concepts bought 24,353 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.15M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #813 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's iShares ESG Aware MSCI EM ETF position peaked at $17.6M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.