MJT & Associates Financial Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MJT & Associates Financial Advisory’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	$39.8K	Buy	734 +12	+2%	+$639	0.03%	79
2026 Q2	$39.5K	Buy	722 +84	+13%	+$4.39K	0.03%	91
2026 Q1	$29K	Hold	638	–	–	0.02%	98
2025 Q4	$28.2K	Hold	638	–	–	0.02%	107
2025 Q3	$27.7K	Sell	638 -5	-0.8%	-$204	0.02%	109
2025 Q2	$25.2K	Sell	643 -360	-36%	-$13K	0.03%	131
2025 Q1	$35.1K	Buy	+1,003	New	+$34.9K	0.03%	116

Other funds holding ESGE

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

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

MJT & Associates Financial Advisory's ESGE Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.7% in Q3 2026, buying an estimated $639 and bringing the position to 734 shares worth $39.8K. The position accounts for 0.03% of the portfolio, ranked #79.

MJT & Associates Financial Advisory first reported a position in ESGE in Q1 2025 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

MJT & Associates Financial Advisory held 734 shares of iShares ESG Aware MSCI EM ETF worth $39.8K as of Q3 2026.
MJT & Associates Financial Advisory bought 12 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $639.
iShares ESG Aware MSCI EM ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #79 holding.
MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.