MHR
ESGE icon

Matthew Hamilton Rosenberg’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Matthew Hamilton Rosenberg’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 		$105K Hold
1,946
– – 0.02% 341
2026
Q2 		$106K Hold
1,946
– – 0.02% 336
2026
Q1 		$88.5K Hold
1,946
– – 0.02% 345
2025
Q4 		$86K Sell
1,946
-384
-16% -$16.9K 0.02% 350
2025
Q3 		$101K Hold
2,330
– – 0.02% 330
2025
Q2 		$91.3K Hold
2,330
– – 0.02% 350
2025
Q1 		$81.4K Sell
2,330
-1,197
-34% -$41.7K 0.02% 345
2024
Q4 		$118K Sell
3,527
-78
-2% -$2.75K 0.03% 283
2024
Q3 		$131K Sell
3,605
-16
-0.4% -$546 0.03% 266
2024
Q2 		$121K Hold
3,621
– – 0.04% 252
2024
Q1 		$117K Sell
3,621
-483
-12% -$15.2K 0.03% 286
2023
Q4 		$132K Sell
4,104
-2,327
-36% -$71.8K 0.04% 248
2023
Q3 		$195K Sell
6,431
-6,357
-50% -$201K 0.06% 161
2023
Q2 		$404K Sell
12,788
-7,619
-37% -$239K 0.14% 81
2023
Q1 		$642K Sell
20,407
-17,983
-47% -$570K 0.21% 58
2022
Q4 		$1.15M Sell
38,390
-5,665
-13% -$166K 0.39% 36
2022
Q3 		$1.22M Sell
44,055
-16,456
-27% -$513K 0.47% 34
2022
Q2 		$1.94M Buy
60,511
+3,084
+5% +$105K 0.73% 21
2022
Q1 		$2.11M Buy
57,427
+4,612
+9% +$177K 0.74% 23
2021
Q4 		$2.1M Sell
52,815
-579
-1% -$23.9K 0.75% 24
2021
Q3 		$2.21M Buy
+53,394
New +$2.28M 0.87% 22

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESGE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2026 at 1,946 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #341.

Matthew Hamilton Rosenberg first reported a position in ESGE in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.21M in Q3 2021. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,946 shares of iShares ESG Aware MSCI EM ETF worth $105K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #341 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares ESG Aware MSCI EM ETF position peaked at $2.21M in Q3 2021.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.