MBE Wealth Management
ESGE icon

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
Q3 		$211K Sell
3,892
-447
-10% -$23.8K 0.07% 160
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

MBE Wealth Management's ESGE Position: Q3 2026 in Review

MBE Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q3 2026, selling an estimated $23.8K and leaving 3,892 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #160.

MBE Wealth Management first reported a position in ESGE in Q2 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2026. 506 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • MBE Wealth Management held 3,892 shares of iShares ESG Aware MSCI EM ETF worth $211K as of Q3 2026.
  • MBE Wealth Management sold 447 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $23.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of MBE Wealth Management's portfolio in Q3 2026, its #160 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 4 quarters since.
  • MBE Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $237K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.