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

Keebeck 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 Q1	$231K	Sell	5,091 -25	-0.5%	-$1.18K	0.03%	381
2025 Q4	$226K	Buy	5,116 +20	+0.4%	+$882	0.03%	342
2025 Q3	$221K	Buy	+5,096	New	+$208K	0.03%	340
2024 Q2	–	Sell	-6,588	Closed	-$212K	–	266
2024 Q1	$212K	Sell	6,588 -6,894	-51%	-$217K	0.03%	263
2023 Q4	$432K	Sell	13,482 -27,566	-67%	-$850K	0.07%	193
2023 Q3	$1.24M	Buy	41,048 +7,310	+22%	+$231K	0.22%	107
2023 Q2	$1.07M	Sell	33,738 -10,495	-24%	-$329K	0.15%	126
2023 Q1	$1.39M	Buy	44,233 +22,211	+101%	+$704K	0.22%	95
2022 Q4	$662K	Sell	22,022 -26,202	-54%	-$768K	0.12%	131
2022 Q3	$1.33M	Buy	48,224 +8,895	+23%	+$277K	0.26%	92
2022 Q2	$1.27M	Sell	39,329 -4,969	-11%	-$168K	0.24%	94
2022 Q1	$1.63M	Buy	44,298 +18,172	+70%	+$698K	0.27%	87
2021 Q4	$1.04M	Sell	26,126 -11,381	-30%	-$469K	0.19%	106
2021 Q3	$1.55M	Sell	37,507 -15,973	-30%	-$683K	0.31%	78
2021 Q2	$2.42M	Buy	53,480 +10,322	+24%	+$457K	0.35%	61
2021 Q1	$1.87M	Buy	43,158 +4,324	+11%	+$192K	0.29%	69
2020 Q4	$1.63M	Buy	+38,834	New	+$1.51M	0.28%	68

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Keebeck Wealth Management's ESGE Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.49% in Q1 2026, selling an estimated $1.18K and leaving 5,091 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #381.

Keebeck Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.42M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Keebeck Wealth Management held 5,091 shares of iShares ESG Aware MSCI EM ETF worth $231K as of Q1 2026.
Keebeck Wealth Management sold 25 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.18K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #381 holding.
Keebeck Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 17 quarters since.
Keebeck Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $2.42M in Q2 2021.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.