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One Wealth Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

One Wealth Capital 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
Q2 		$475K Sell
8,686
-1,613
-16% -$84.3K 0.13% 115
2026
Q1 		$518K Sell
10,299
-1,499
-13% -$70.9K 0.23% 55
2025
Q4 		$521K Buy
11,798
+1,393
+13% +$61.4K 0.22% 59
2025
Q3 		$452K Buy
10,405
+536
+5% +$21.9K 0.2% 60
2025
Q2 		$387K Buy
9,869
+979
+11% +$35.4K 0.18% 63
2025
Q1 		$311K Sell
8,890
-17
-0.2% -$592 0.17% 74
2024
Q4 		$297K Buy
+8,907
New +$314K 0.15% 73

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

One Wealth Capital Management's ESGE Position: Q2 2026 in Review

One Wealth Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q2 2026, selling an estimated $84.3K and leaving 8,686 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #115.

One Wealth Capital Management first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q4 2025. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • One Wealth Capital Management held 8,686 shares of iShares ESG Aware MSCI EM ETF worth $475K as of Q2 2026.
  • One Wealth Capital Management sold 1,613 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $84.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of One Wealth Capital Management's portfolio in Q2 2026, its #115 holding.
  • One Wealth Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • One Wealth Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $521K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.