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Omega Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Omega Financial Group’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
Q2 		$1.78M Sell
32,629
-670
-2% -$35K 0.54% 39
2026
Q1 		$1.51M Sell
33,299
-5,521
-14% -$261K 0.49% 40
2025
Q4 		$1.71M Sell
38,820
-1,978
-5% -$87.2K 0.56% 40
2025
Q3 		$1.77M Sell
40,798
-2,466
-6% -$101K 0.59% 37
2025
Q2 		$1.69M Buy
43,264
+102
+0.2% +$3.69K 0.6% 37
2025
Q1 		$1.51M Buy
43,162
+3,915
+10% +$136K 0.58% 40
2024
Q4 		$1.31M Buy
39,247
+697
+2% +$24.6K 0.5% 41
2024
Q3 		$1.4M Sell
38,550
-886
-2% -$30.3K 0.53% 40
2024
Q2 		$1.32M Buy
39,436
+1,503
+4% +$49.5K 0.54% 44
2024
Q1 		$1.22M Buy
37,933
+408
+1% +$12.9K 0.5% 44
2023
Q4 		$1.2M Sell
37,525
-1,292
-3% -$39.9K 0.51% 45
2023
Q3 		$1.18M Sell
38,817
-4,177
-10% -$132K 0.57% 42
2023
Q2 		$1.36M Buy
42,994
+1,825
+4% +$57.2K 0.62% 42
2023
Q1 		$1.3M Sell
41,169
-654
-2% -$20.7K 0.6% 40
2022
Q4 		$1.26M Buy
41,823
+24,603
+143% +$721K 0.65% 41
2022
Q3 		$476K Sell
17,220
-5,101
-23% -$159K 0.25% 56
2022
Q2 		$721K Buy
+22,321
New +$757K 0.35% 50

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Omega Financial Group's ESGE Position: Q2 2026 in Review

Omega Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q2 2026, selling an estimated $35K and leaving 32,629 shares worth $1.78M. The position accounts for 0.54% of the portfolio, ranked #39.

Omega Financial Group first reported a position in ESGE in Q2 2022 and has held it in 17 quarters since. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Omega Financial Group held 32,629 shares of iShares ESG Aware MSCI EM ETF worth $1.78M as of Q2 2026.
  • Omega Financial Group sold 670 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $35K.
  • iShares ESG Aware MSCI EM ETF made up 0.54% of Omega Financial Group's portfolio in Q2 2026, its #39 holding.
  • Omega Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and has held it in 17 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.