MASECO Private Wealth
ESGE icon

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

MASECO Private 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 		$4.98K Sell
92
-73
-44% -$3.89K ﹤0.01% 319
2026
Q2 		$9.03K Hold
165
– – ﹤0.01% 255
2026
Q1 		$7.5K Hold
165
– – ﹤0.01% 263
2025
Q4 		$7.29K Hold
165
– – ﹤0.01% 385
2025
Q3 		$7.16K Buy
+165
New +$6.73K ﹤0.01% 190

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
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
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
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

MASECO Private Wealth's ESGE Position: Q3 2026 in Review

MASECO Private Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 44% in Q3 2026, selling an estimated $3.89K and leaving 92 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

MASECO Private Wealth first reported a position in ESGE in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.03K in Q2 2026. 259 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • MASECO Private Wealth held 92 shares of iShares ESG Aware MSCI EM ETF worth $4.98K as of Q3 2026.
  • MASECO Private Wealth sold 73 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $3.89K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #319 holding.
  • MASECO Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $9.03K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.