IPW
ESGE icon

Intergy Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Intergy Private 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
Q3 		$8.97M Buy
165,612
+2,407
+1% +$128K 2.01% 12
2026
Q2 		$8.93M Buy
163,205
+759
+0.5% +$39.7K 2.06% 12
2026
Q1 		$7.39M Sell
162,446
-1,792
-1% -$84.7K 2.17% 11
2025
Q4 		$7.25M Sell
164,238
-440
-0.3% -$19.4K 2.19% 11
2025
Q3 		$7.15M Buy
164,678
+1,089
+0.7% +$44.4K 2.24% 10
2025
Q2 		$6.41M Buy
163,589
+4,005
+3% +$145K 2.19% 11
2025
Q1 		$5.58M Buy
159,584
+5,257
+3% +$183K 2.12% 14
2024
Q4 		$5.15M Buy
154,327
+3,049
+2% +$108K 1.92% 14
2024
Q3 		$5.51M Buy
151,278
+1,463
+1% +$50K 2.1% 14
2024
Q2 		$5.02M Buy
149,815
+1,058
+0.7% +$34.8K 2.07% 15
2024
Q1 		$4.79M Buy
148,757
+1,996
+1% +$62.9K 1.97% 16
2023
Q4 		$4.71M Buy
146,761
+7,984
+6% +$246K 2.03% 16
2023
Q3 		$4.2M Sell
138,777
-3,663
-3% -$116K 2.1% 16
2023
Q2 		$4.51M Buy
142,440
+3,278
+2% +$103K 2.21% 14
2023
Q1 		$4.38M Buy
139,162
+1,806
+1% +$57.2K 2.45% 14
2022
Q4 		$4.13M Buy
137,356
+7,252
+6% +$213K 2.58% 14
2022
Q3 		$3.6M Buy
130,104
+93,343
+254% +$2.91M 2.55% 11
2022
Q2 		$1.19M Buy
36,761
+7,419
+25% +$252K 0.94% 21
2022
Q1 		$1.08M Buy
29,342
+14,614
+99% +$561K 0.75% 24
2021
Q4 		$585K Buy
+14,728
New +$607K 0.46% 35

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
SG
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intergy Private Wealth's ESGE Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q3 2026, buying an estimated $128K and bringing the position to 165,612 shares worth $8.97M. The position accounts for 2.01% of the portfolio, ranked #12.

Intergy Private Wealth first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. 129 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Intergy Private Wealth held 165,612 shares of iShares ESG Aware MSCI EM ETF worth $8.97M as of Q3 2026.
  • Intergy Private Wealth bought 2,407 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $128K.
  • iShares ESG Aware MSCI EM ETF made up 2.01% of Intergy Private Wealth's portfolio in Q3 2026, its #12 holding.
  • Intergy Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.