Integris Wealth Management
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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
Q3 		$1.42M Sell
26,170
-1,835
-7% -$97.7K 0.27% 33
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

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
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
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integris Wealth Management's ESGE Position: Q3 2026 in Review

Integris Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.6% in Q3 2026, selling an estimated $97.7K and leaving 26,170 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #33.

Integris Wealth Management first reported a position in ESGE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q2 2026. 153 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Integris Wealth Management held 26,170 shares of iShares ESG Aware MSCI EM ETF worth $1.42M as of Q3 2026.
  • Integris Wealth Management sold 1,835 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $97.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.27% of Integris Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.53M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.