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Moller Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Moller Wealth Partners’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 		$452K Sell
8,256
-61
-0.7% -$3.19K 0.08% 50
2026
Q1 		$378K Sell
8,317
-178
-2% -$8.42K 0.07% 52
2025
Q4 		$375K Hold
8,495
– – 0.08% 50
2025
Q3 		$369K Sell
8,495
-131
-2% -$5.34K 0.08% 50
2025
Q2 		$338K Sell
8,626
-894
-9% -$32.4K 0.07% 50
2025
Q1 		$333K Buy
9,520
+836
+10% +$29.1K 0.08% 49
2024
Q4 		$290K Buy
8,684
+35
+0.4% +$1.24K 0.08% 50
2024
Q3 		$315K Sell
8,649
-9
-0.1% -$307 0.08% 52
2024
Q2 		$290K Hold
8,658
– – 0.08% 55
2024
Q1 		$279K Buy
8,658
+594
+7% +$18.7K 0.08% 45
2023
Q4 		$259K Buy
8,064
+196
+2% +$6.05K 0.07% 45
2023
Q3 		$238K Sell
7,868
-655
-8% -$20.7K 0.08% 44
2023
Q2 		$270K Buy
8,523
+37
+0.4% +$1.16K 0.08% 41
2023
Q1 		$267K Hold
8,486
– – 0.08% 41
2022
Q4 		$255K Buy
8,486
+98
+1% +$2.87K 0.08% 44
2022
Q3 		$232K Buy
8,388
+603
+8% +$18.8K 0.08% 43
2022
Q2 		$252K Buy
7,785
+174
+2% +$5.9K 0.09% 42
2022
Q1 		$280K Buy
7,611
+1,508
+25% +$57.9K 0.09% 44
2021
Q4 		$243K Buy
+6,103
New +$252K 0.08% 43

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moller Wealth Partners's ESGE Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.73% in Q2 2026, selling an estimated $3.19K and leaving 8,256 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #50.

Moller Wealth Partners first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Moller Wealth Partners held 8,256 shares of iShares ESG Aware MSCI EM ETF worth $452K as of Q2 2026.
  • Moller Wealth Partners sold 61 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.19K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Moller Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Moller Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.