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Onyx Bridge Wealth Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Onyx Bridge Wealth 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 		$509K Buy
9,308
+2,205
+31% +$115K 0.05% 238
2026
Q1 		$323K Sell
7,103
-3,494
-33% -$165K 0.03% 280
2025
Q4 		$468K Sell
10,597
-87
-0.8% -$3.84K 0.05% 229
2025
Q3 		$464K Sell
10,684
-61
-0.6% -$2.49K 0.05% 228
2025
Q2 		$421K Buy
10,745
+2,455
+30% +$88.9K 0.06% 189
2025
Q1 		$290K Sell
8,290
-3,969
-32% -$138K 0.04% 216
2024
Q4 		$409K Buy
+12,259
New +$433K 0.06% 177
2024
Q3 		– Sell
-10,364
Closed -$348K – 289
2024
Q2 		$348K Buy
+10,364
New +$341K 0.06% 190
2024
Q1 		– Sell
-18,938
Closed -$607K – 268
2023
Q4 		$607K Buy
+18,938
New +$584K 0.12% 115
2023
Q2 		– Sell
-8,788
Closed -$277K – 240
2023
Q1 		$277K Buy
+8,788
New +$278K 0.11% 134
2022
Q2 		– Sell
-9,831
Closed -$332K – 173
2022
Q1 		$332K Sell
9,831
-667
-6% -$25.6K 0.13% 94
2021
Q4 		$420K Buy
10,498
+4,699
+81% +$194K 0.14% 87
2021
Q3 		$248K Buy
+5,799
New +$248K 0.09% 121

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Onyx Bridge Wealth Group's ESGE Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 31% in Q2 2026, buying an estimated $115K and bringing the position to 9,308 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #238.

Onyx Bridge Wealth Group first reported a position in ESGE in Q3 2021 and has held it in 13 quarters since. The position peaked at $607K in Q4 2023. 245 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,308 shares of iShares ESG Aware MSCI EM ETF worth $509K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 2,205 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $115K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #238 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and has held it in 13 quarters since.
  • Onyx Bridge Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $607K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.