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Keystone Financial Services (Colorado)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Keystone Financial Services (Colorado)’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 		$458K Buy
10,062
+455
+5% +$21.5K 0.13% 72
2025
Q4 		$424K Buy
9,607
+1,270
+15% +$56K 0.13% 73
2025
Q3 		$362K Buy
8,337
+151
+2% +$6.16K 0.11% 76
2025
Q2 		$321K Sell
8,186
-406
-5% -$14.7K 0.11% 79
2025
Q1 		$300K Sell
8,592
-129
-1% -$4.49K 0.11% 73
2024
Q4 		$291K Buy
8,721
+14
+0.2% +$494 0.11% 75
2024
Q3 		$317K Sell
8,707
-406
-4% -$13.9K 0.12% 66
2024
Q2 		$306K Sell
9,113
-17
-0.2% -$560 0.13% 69
2024
Q1 		$294K Sell
9,130
-136
-1% -$4.29K 0.13% 74
2023
Q4 		$297K Buy
9,266
+1,627
+21% +$50.2K 0.14% 65
2023
Q3 		$231K Sell
7,639
-2,697
-26% -$85.4K 0.12% 67
2023
Q2 		$327K Buy
10,336
+5
+0% +$157 0.17% 56
2023
Q1 		$325K Sell
10,331
-1,147
-10% -$36.3K 0.17% 55
2022
Q4 		$379K Sell
11,478
-426
-4% -$12.5K 0.2% 53
2022
Q3 		$326K Sell
11,904
-28,859
-71% -$900K 0.19% 60
2022
Q2 		$1.28M Sell
40,763
-130,444
-76% -$4.42M 0.7% 18
2022
Q1 		$5.5M Buy
171,207
+31,853
+23% +$1.22M 3.17% 7
2021
Q4 		$5.54M Buy
+139,354
New +$5.75M 2.84% 9

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Keystone Financial Services (Colorado)'s ESGE Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.7% in Q1 2026, buying an estimated $21.5K and bringing the position to 10,062 shares worth $458K. The position accounts for 0.13% of the portfolio, ranked #72.

Keystone Financial Services (Colorado) first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.54M in Q4 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Keystone Financial Services (Colorado) held 10,062 shares of iShares ESG Aware MSCI EM ETF worth $458K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 455 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $21.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #72 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI EM ETF position peaked at $5.54M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.