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MassMutual Private Wealth & Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MassMutual Private Wealth & Trust’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 		$947K Sell
17,310
-610
-3% -$31.9K 0.02% 260
2026
Q1 		$815K Sell
17,920
-2,552
-12% -$121K 0.02% 266
2025
Q4 		$904K Sell
20,472
-235
-1% -$10.4K 0.02% 256
2025
Q3 		$899K Buy
20,707
+210
+1% +$8.57K 0.02% 254
2025
Q2 		$803K Buy
20,497
+385
+2% +$13.9K 0.02% 270
2025
Q1 		$703K Sell
20,112
-3,005
-13% -$105K 0.02% 286
2024
Q4 		$772K Buy
+23,117
New +$816K 0.02% 270
2023
Q1 		– Sell
-5,335
Closed -$160K – 1827
2022
Q4 		$160K Hold
5,335
– – 0.01% 367
2022
Q3 		$148K Sell
5,335
-125
-2% -$3.9K 0.01% 352
2022
Q2 		$176K Buy
5,460
+125
+2% +$4.24K 0.01% 342
2022
Q1 		$196K Sell
5,335
-291
-5% -$11.2K 0.01% 338
2021
Q4 		$224K Sell
5,626
-1,152
-17% -$47.5K 0.01% 341
2021
Q3 		$281K Buy
6,778
+560
+9% +$23.9K 0.01% 324
2021
Q2 		$281K Buy
6,218
+717
+13% +$31.7K 0.01% 324
2021
Q1 		$238K Buy
5,501
+166
+3% +$7.38K 0.01% 329
2020
Q4 		$224K Buy
5,335
+5,115
+2,325% +$199K 0.01% 334
2020
Q3 		$8K Hold
220
– – ﹤0.01% 586
2020
Q2 		$7K Buy
+220
New +$6.61K ﹤0.01% 577

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

MassMutual Private Wealth & Trust's ESGE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.4% in Q2 2026, selling an estimated $31.9K and leaving 17,310 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #260.

MassMutual Private Wealth & Trust first reported a position in ESGE in Q2 2020 and has held it in 18 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 17,310 shares of iShares ESG Aware MSCI EM ETF worth $947K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 610 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $31.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #260 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 18 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.