Montecito Bank & Trust
ESGE icon

Montecito Bank & Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Montecito Bank & 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 		$479K Hold
8,837
– – 0.07% 210
2026
Q2 		$483K Buy
8,837
+700
+9% +$36.6K 0.07% 210
2026
Q1 		$370K Sell
8,137
-177
-2% -$8.37K 0.06% 222
2025
Q4 		$367K Sell
8,314
-9,020
-52% -$398K 0.06% 223
2025
Q3 		$753K Buy
+17,334
New +$707K 0.12% 166
2025
Q1 		$601K Hold
17,186
– – 0.11% 182
2024
Q4 		$574K Hold
17,186
– – 0.1% 186
2024
Q3 		$626K Sell
17,186
-211
-1% -$7.2K 0.11% 185
2024
Q2 		$583K Hold
17,397
– – 0.12% 161
2024
Q1 		$561K Sell
17,397
-4,365
-20% -$138K 0.11% 168
2023
Q4 		$698K Sell
21,762
-1,571
-7% -$48.5K 0.15% 141
2023
Q3 		$707K Hold
23,333
– – 0.17% 141
2023
Q2 		$738K Sell
23,333
-13,824
-37% -$434K 0.17% 142
2023
Q1 		$1.17M Buy
37,157
+6,662
+22% +$211K 0.28% 90
2022
Q4 		$917K Sell
30,495
-319
-1% -$9.35K 0.22% 115
2022
Q3 		$853K Sell
30,814
-3,135
-9% -$97.8K 0.22% 111
2022
Q2 		$1.1M Sell
33,949
-254
-0.7% -$8.61K 0.26% 96
2022
Q1 		$1.26M Sell
34,203
-2,223
-6% -$85.4K 0.24% 100
2021
Q4 		$1.45M Buy
36,426
+353
+1% +$14.6K 0.26% 88
2021
Q3 		$1.5M Sell
36,073
-585
-2% -$25K 0.29% 83
2021
Q2 		$1.66M Sell
36,658
-63
-0.2% -$2.79K 0.32% 76
2021
Q1 		$1.59M Buy
36,721
+9,537
+35% +$424K 0.33% 73
2020
Q4 		$1.14M Sell
27,184
-10,922
-29% -$426K 0.25% 91
2020
Q3 		$1.36M Sell
38,106
-2,244
-6% -$79.5K 0.35% 73
2020
Q2 		$1.29M Sell
40,350
-8,862
-18% -$266K 0.36% 74
2020
Q1 		$1.35M Buy
49,212
+41,512
+539% +$1.37M 0.44% 53
2019
Q4 		$277K Hold
7,700
– – 0.07% 188
2019
Q3 		$250K Sell
7,700
-1,375
-15% -$45.2K 0.07% 193
2019
Q2 		$309K Buy
9,075
+2,275
+33% +$76.8K 0.09% 178
2019
Q1 		$232K Buy
+6,800
New +$226K 0.07% 198
2017
Q1 		– Sell
-306
Closed -$8K – 248
2016
Q4 		$8K Buy
+306
New +$8.51K ﹤0.01% 364

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Montecito Bank & Trust's ESGE Position: Q3 2026 in Review

Montecito Bank & Trust held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2026 at 8,837 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #210.

Montecito Bank & Trust first reported a position in ESGE in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.66M in Q2 2021. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Montecito Bank & Trust held 8,837 shares of iShares ESG Aware MSCI EM ETF worth $479K as of Q3 2026.
  • Montecito Bank & Trust left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Montecito Bank & Trust's portfolio in Q3 2026, its #210 holding.
  • Montecito Bank & Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2016 and has held it in 31 quarters since.
  • Montecito Bank & Trust's iShares ESG Aware MSCI EM ETF position peaked at $1.66M in Q2 2021.
  • 582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.