Leverty Financial Group
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Leverty Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Leverty Financial Group’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 		$310K Buy
5,723
+1,330
+30% +$70.8K 0.06% 37
2026
Q2 		$240K Buy
+4,393
New +$230K 0.05% 40
2025
Q3 		– Sell
-6,810
Closed -$267K – 45
2025
Q2 		$267K Sell
6,810
-617
-8% -$22.3K 0.08% 34
2025
Q1 		$260K Buy
7,427
+33
+0.4% +$1.15K 0.11% 32
2024
Q4 		$247K Buy
7,394
+106
+1% +$3.74K 0.13% 29
2024
Q3 		$265K Hold
7,288
– – 0.15% 27
2024
Q2 		$244K Buy
7,288
+693
+11% +$22.8K 0.14% 24
2024
Q1 		$213K Sell
6,595
-762
-10% -$24K 0.13% 30
2023
Q4 		$236K Hold
7,357
– – 0.15% 29
2023
Q3 		$223K Buy
7,357
+44
+0.6% +$1.39K 0.16% 25
2023
Q2 		$231K Hold
7,313
– – 0.17% 24
2023
Q1 		$230K Buy
7,313
+156
+2% +$4.94K 0.18% 26
2022
Q4 		$215K Sell
7,157
-1,508
-17% -$44.2K 0.18% 26
2022
Q3 		$239K Buy
8,665
+495
+6% +$15.4K 0.23% 20
2022
Q2 		$263K Sell
8,170
-1,414
-15% -$47.9K 0.25% 20
2022
Q1 		$352K Buy
9,584
+9,433
+6,247% +$362K 0.28% 16
2021
Q4 		$6K Buy
+151
New +$6.23K ﹤0.01% 107

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Mission Wealth Management
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IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Leverty Financial Group's ESGE Position: Q3 2026 in Review

Leverty Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 30% in Q3 2026, buying an estimated $70.8K and bringing the position to 5,723 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #37.

Leverty Financial Group first reported a position in ESGE in Q4 2021 and has held it in 17 quarters since. The position peaked at $352K in Q1 2022. 266 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Leverty Financial Group held 5,723 shares of iShares ESG Aware MSCI EM ETF worth $310K as of Q3 2026.
  • Leverty Financial Group bought 1,330 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $70.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Leverty Financial Group's portfolio in Q3 2026, its #37 holding.
  • Leverty Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 17 quarters since.
  • Leverty Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $352K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.