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

Maia Wealth’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 		$1.4M Sell
25,612
-795
-3% -$41.5K 0.21% 130
2026
Q1 		$1.2M Sell
26,407
-2,631
-9% -$124K 0.2% 133
2025
Q4 		$1.42M Sell
29,038
-5,850
-17% -$258K 0.24% 114
2025
Q3 		$1.57M Buy
34,888
+112
+0.3% +$4.57K 0.26% 104
2025
Q2 		$1.36M Buy
34,776
+911
+3% +$33K 0.26% 105
2025
Q1 		$1.14M Sell
33,865
-1,573
-4% -$54.8K 0.26% 97
2024
Q4 		$1.2M Buy
35,438
+2,303
+7% +$81.3K 0.26% 91
2024
Q3 		$1.19M Buy
33,135
+2,414
+8% +$82.4K 0.29% 81
2024
Q2 		$1.07M Buy
+30,721
New +$1.01M 0.32% 72
2023
Q4 		$791K Buy
+24,668
New +$761K 0.32% 62

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Maia Wealth's ESGE Position: Q2 2026 in Review

Maia Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3% in Q2 2026, selling an estimated $41.5K and leaving 25,612 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #130.

Maia Wealth first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 253 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Maia Wealth held 25,612 shares of iShares ESG Aware MSCI EM ETF worth $1.4M as of Q2 2026.
  • Maia Wealth sold 795 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $41.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.21% of Maia Wealth's portfolio in Q2 2026, its #130 holding.
  • Maia Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's iShares ESG Aware MSCI EM ETF position peaked at $1.57M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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