Medallion Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Medallion Wealth Advisors’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 Q1	$1.27K	Hold	28	–	–	﹤0.01%	1041
2025 Q4	$1.24K	Hold	28	–	–	﹤0.01%	1036
2025 Q3	$1.22K	Hold	28	–	–	﹤0.01%	1020
2025 Q2	$1.1K	Hold	28	–	–	﹤0.01%	1019
2025 Q1	$983	Hold	28	–	–	﹤0.01%	991
2024 Q4	$935	Buy	+28	New	+$988	﹤0.01%	938

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Medallion Wealth Advisors's ESGE Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 28 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Medallion Wealth Advisors first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Medallion Wealth Advisors held 28 shares of iShares ESG Aware MSCI EM ETF worth $1.27K as of Q1 2026.
Medallion Wealth Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1041 holding.
Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.