Midwest Trust
ESGE icon

Midwest Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Midwest 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
Q3 		$620K Hold
11,440
– – 0.01% 427
2026
Q2 		$626K Buy
11,440
+1,385
+14% +$72.4K 0.01% 413
2026
Q1 		$457K Sell
10,055
-98
-1% -$4.63K 0.01% 453
2025
Q4 		$448K Hold
10,153
– – 0.01% 442
2025
Q3 		$441K Hold
10,153
– – 0.01% 441
2025
Q2 		$398K Buy
+10,153
New +$368K 0.01% 462

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Midwest Trust's ESGE Position: Q3 2026 in Review

Midwest Trust held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2026 at 11,440 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #427.

Midwest Trust first reported a position in ESGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $626K in Q2 2026. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Midwest Trust held 11,440 shares of iShares ESG Aware MSCI EM ETF worth $620K as of Q3 2026.
  • Midwest Trust left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #427 holding.
  • Midwest Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares ESG Aware MSCI EM ETF position peaked at $626K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.