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

MBE Wealth Management’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 		$237K Sell
4,339
-753
-15% -$39.4K 0.08% 141
2026
Q1 		$232K Buy
+5,092
New +$241K 0.1% 126
2025
Q3 		– Sell
-5,134
Closed -$201K – 139
2025
Q2 		$201K Buy
+5,134
New +$186K 0.09% 132

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

MBE Wealth Management's ESGE Position: Q2 2026 in Review

MBE Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 4,339 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #141.

MBE Wealth Management first reported a position in ESGE in Q2 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • MBE Wealth Management held 4,339 shares of iShares ESG Aware MSCI EM ETF worth $237K as of Q2 2026.
  • MBE Wealth Management sold 753 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $39.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #141 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.