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

Kestra Private Wealth Services’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 		$774K Buy
14,154
+1,424
+11% +$74.4K 0.01% 1043
2026
Q1 		$579K Buy
12,730
+4,293
+51% +$203K 0.01% 1124
2025
Q4 		$373K Buy
8,437
+1,349
+19% +$59.5K ﹤0.01% 1321
2025
Q3 		$308K Buy
+7,088
New +$289K ﹤0.01% 1346

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Kestra Private Wealth Services's ESGE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, buying an estimated $74.4K and bringing the position to 14,154 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1043.

Kestra Private Wealth Services first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Kestra Private Wealth Services held 14,154 shares of iShares ESG Aware MSCI EM ETF worth $774K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,424 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $74.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1043 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.