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

NorthRock 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
Q1 		$1.63M Buy
35,826
+856
+2% +$40.5K 0.03% 229
2025
Q4 		$1.54M Buy
34,970
+16,900
+94% +$745K 0.03% 222
2025
Q3 		$785K Buy
18,070
+9,677
+115% +$395K 0.01% 402
2025
Q2 		$329K Sell
8,393
-1,197
-12% -$43.3K 0.01% 512
2025
Q1 		$335K Sell
9,590
-1,941
-17% -$67.6K 0.01% 446
2024
Q4 		$385K Sell
11,531
-112
-1% -$3.95K 0.01% 416
2024
Q3 		$424K Buy
11,643
+3,299
+40% +$113K 0.01% 404
2024
Q2 		$280K Sell
8,344
-3,141
-27% -$103K 0.01% 496
2024
Q1 		$370K Buy
11,485
+156
+1% +$4.92K 0.01% 429
2023
Q4 		$363K Buy
+11,329
New +$349K 0.02% 414

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

NorthRock Partners's ESGE Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.4% in Q1 2026, buying an estimated $40.5K and bringing the position to 35,826 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #229.

NorthRock Partners first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • NorthRock Partners held 35,826 shares of iShares ESG Aware MSCI EM ETF worth $1.63M as of Q1 2026.
  • NorthRock Partners bought 856 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $40.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #229 holding.
  • NorthRock Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.