Maia Wealth
ESGE icon

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
Q3 		$1.39M Buy
25,690
+78
+0.3% +$4.15K 0.19% 131
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Maia Wealth's ESGE Position: Q3 2026 in Review

Maia Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.3% in Q3 2026, buying an estimated $4.15K and bringing the position to 25,690 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #131.

Maia Wealth first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2025. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Maia Wealth held 25,690 shares of iShares ESG Aware MSCI EM ETF worth $1.39M as of Q3 2026.
  • Maia Wealth bought 78 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $4.15K.
  • iShares ESG Aware MSCI EM ETF made up 0.19% of Maia Wealth's portfolio in Q3 2026, its #131 holding.
  • Maia Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's iShares ESG Aware MSCI EM ETF position peaked at $1.57M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.