Integris Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Integris Wealth Management’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	$1.53M	Sell	28,005 -1,369	-5%	-$71.5K	0.31%	28
2026 Q1	$1.34M	Sell	29,374 -1,314	-4%	-$62.1K	0.31%	28
2025 Q4	$1.36M	Sell	30,688 -1,071	-3%	-$47.2K	0.31%	32
2025 Q3	$1.38M	Sell	31,759 -2,468	-7%	-$101K	0.34%	30
2025 Q2	$1.34M	Sell	34,227 -20	-0.1%	-$724	0.35%	27
2025 Q1	$1.2M	Buy	34,247 +1,555	+5%	+$54.1K	0.34%	28
2024 Q4	$1.09M	Sell	32,692 -1,544	-5%	-$54.5K	0.31%	30
2024 Q3	$1.25M	Sell	34,236 -191	-0.6%	-$6.52K	0.35%	29
2024 Q2	$1.15M	Buy	34,427 +510	+2%	+$16.8K	0.33%	29
2024 Q1	$1.09M	Buy	33,917 +634	+2%	+$20K	0.3%	31
2023 Q4	$1.07M	Sell	33,283 -5,115	-13%	-$158K	0.32%	30
2023 Q3	$1.16M	Buy	38,398 +2,855	+8%	+$90.4K	0.38%	29
2023 Q2	$1.12M	Buy	35,543 +966	+3%	+$30.3K	0.4%	25
2023 Q1	$1.09M	Buy	34,577 +1,691	+5%	+$53.6K	0.4%	26
2022 Q4	$989K	Buy	+32,886	New	+$964K	0.39%	28

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Integris Wealth Management's ESGE Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.7% in Q2 2026, selling an estimated $71.5K and leaving 28,005 shares worth $1.53M. The position accounts for 0.31% of the portfolio, ranked #28.

Integris Wealth Management first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Integris Wealth Management held 28,005 shares of iShares ESG Aware MSCI EM ETF worth $1.53M as of Q2 2026.
Integris Wealth Management sold 1,369 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $71.5K.
iShares ESG Aware MSCI EM ETF made up 0.31% of Integris Wealth Management's portfolio in Q2 2026, its #28 holding.
Integris Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.