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Mowery & Schoenfeld Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-120
Closed -$5.3K – 403
2025
Q4 		$5.3K Buy
+120
New +$5.29K 0.01% 317

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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 $424B AUM 22.96% 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 $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ESGE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 120 shares — an estimated $5.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ESGE in Q4 2025 and held it in 1 quarter. The position peaked at $5.3K in Q4 2025. 604 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 120 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $5.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $5.3K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.