Moller Wealth Partners
ESGE icon

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
Q3 		$446K Sell
8,243
-13
-0.2% -$692 0.08% 47
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

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Moller Wealth Partners's ESGE Position: Q3 2026 in Review

Moller Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.16% in Q3 2026, selling an estimated $692 and leaving 8,243 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #47.

Moller Wealth Partners first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $452K in Q2 2026. 383 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Moller Wealth Partners held 8,243 shares of iShares ESG Aware MSCI EM ETF worth $446K as of Q3 2026.
  • Moller Wealth Partners sold 13 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $692.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Moller Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Moller Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • Moller Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $452K in Q2 2026.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.