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Oak Harbor Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Oak Harbor 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
Q1 		– Sell
-165
Closed -$7.31K – 282
2025
Q4 		$7.31K Buy
+165
New +$7.28K ﹤0.01% 261

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WL
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TWIM
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Oak Harbor Wealth Partners's ESGE Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 165 shares — an estimated $7.31K sold.

Oak Harbor Wealth Partners first reported a position in ESGE in Q4 2025 and held it in 1 quarter. The position peaked at $7.31K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 165 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $7.31K.
  • Oak Harbor Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $7.31K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.