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Moneta Group Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Moneta Group Investment 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 		$2.54M Sell
55,821
-528
-0.9% -$25K 0.02% 243
2025
Q4 		$2.49M Buy
56,349
+8,624
+18% +$380K 0.02% 245
2025
Q3 		$2.07M Buy
47,725
+19
+0% +$775 0.02% 260
2025
Q2 		$1.87M Buy
47,706
+1,118
+2% +$40.5K 0.02% 236
2025
Q1 		$1.63M Buy
46,588
+531
+1% +$18.5K 0.02% 230
2024
Q4 		$1.54M Sell
46,057
-767
-2% -$27.1K 0.02% 238
2024
Q3 		$1.7M Buy
46,824
+916
+2% +$31.3K 0.02% 215
2024
Q2 		$1.54M Buy
45,908
+10,083
+28% +$332K 0.02% 217
2024
Q1 		$1.15M Buy
35,825
+5,528
+18% +$174K 0.02% 252
2023
Q4 		$971K Buy
30,297
+3,229
+12% +$99.6K 0.02% 244
2023
Q3 		$820K Buy
27,068
+18,395
+212% +$583K 0.02% 247
2023
Q2 		$274K Buy
+8,673
New +$272K 0.01% 442

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moneta Group Investment Advisors's ESGE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.94% in Q1 2026, selling an estimated $25K and leaving 55,821 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #243.

Moneta Group Investment Advisors first reported a position in ESGE in Q2 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Moneta Group Investment Advisors held 55,821 shares of iShares ESG Aware MSCI EM ETF worth $2.54M as of Q1 2026.
  • Moneta Group Investment Advisors sold 528 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $25K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #243 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.