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

Kingsview 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 		$282K Sell
6,206
-256
-4% -$12.1K ﹤0.01% 1111
2025
Q4 		$285K Sell
6,462
-30
-0.5% -$1.32K ﹤0.01% 1039
2025
Q3 		$282K Buy
6,492
+610
+10% +$24.9K ﹤0.01% 988
2025
Q2 		$230K Sell
5,882
-89
-1% -$3.22K ﹤0.01% 1051
2025
Q1 		$209K Sell
5,971
-111
-2% -$3.87K ﹤0.01% 1028
2024
Q4 		$203K Sell
6,082
-1,305
-18% -$46K ﹤0.01% 1055
2024
Q3 		$269K Sell
7,387
-296
-4% -$10.1K 0.01% 923
2024
Q2 		$258K Buy
7,683
+1,279
+20% +$42.1K 0.01% 894
2024
Q1 		$206K Sell
6,404
-958
-13% -$30.2K 0.01% 957
2023
Q4 		$236K Sell
7,362
-510
-6% -$15.7K 0.01% 843
2023
Q3 		$238K Sell
7,872
-534
-6% -$16.9K 0.01% 833
2023
Q2 		$266K Sell
8,406
-290
-3% -$9.1K 0.01% 781
2023
Q1 		$274K Sell
8,696
-2,503
-22% -$79.3K 0.01% 738
2022
Q4 		$337K Sell
11,199
-1,923
-15% -$56.4K 0.01% 621
2022
Q3 		$363K Buy
13,122
+3,086
+31% +$96.3K 0.02% 585
2022
Q2 		$324K Buy
10,036
+2,521
+34% +$85.5K 0.02% 644
2022
Q1 		$276K Buy
7,515
+644
+9% +$24.7K 0.01% 725
2021
Q4 		$273K Buy
6,871
+617
+10% +$25.4K 0.01% 767
2021
Q3 		$259K Buy
6,254
+338
+6% +$14.4K 0.01% 728
2021
Q2 		$265K Buy
5,916
+89
+2% +$3.94K 0.01% 738
2021
Q1 		$255K Hold
5,827
– – 0.01% 691
2020
Q4 		$245K Sell
5,827
-1,478
-20% -$57.6K 0.02% 596
2020
Q3 		$260K Sell
7,305
-417
-5% -$14.8K 0.02% 509
2020
Q2 		$248K Buy
+7,722
New +$232K 0.02% 481

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

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

Kingsview Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4% in Q1 2026, selling an estimated $12.1K and leaving 6,206 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Kingsview Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $363K in Q3 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Kingsview Wealth Management held 6,206 shares of iShares ESG Aware MSCI EM ETF worth $282K as of Q1 2026.
  • Kingsview Wealth Management sold 256 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $12.1K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1111 holding.
  • Kingsview Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $363K in Q3 2022.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.