OWM
ESGE icon

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

Opes Wealth 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
Q1 		$984K Sell
21,648
-1,560
-7% -$73.8K 0.16% 73
2025
Q4 		$1.03M Sell
23,208
-50
-0.2% -$2.2K 0.17% 74
2025
Q3 		$1.01M Sell
23,258
-380
-2% -$15.5K 0.17% 69
2025
Q2 		$926K Sell
23,638
-1,949
-8% -$70.6K 0.16% 72
2025
Q1 		$894K Sell
25,587
-4,485
-15% -$156K 0.18% 66
2024
Q4 		$1M Sell
30,072
-535
-2% -$18.9K 0.21% 60
2024
Q3 		$1.11M Buy
30,607
+90
+0.3% +$3.07K 0.21% 58
2024
Q2 		$1.02M Sell
30,517
-1,390
-4% -$45.8K 0.21% 57
2024
Q1 		$1.03M Sell
31,907
-1,938
-6% -$61.1K 0.24% 59
2023
Q4 		$1.09M Buy
33,845
+1,225
+4% +$37.8K 0.26% 54
2023
Q3 		$988K Buy
32,620
+9,780
+43% +$310K 0.27% 57
2023
Q2 		$722K Buy
22,840
+5,495
+32% +$172K 0.2% 58
2023
Q1 		$546K Buy
17,345
+3,545
+26% +$112K 0.18% 67
2022
Q4 		$415K Hold
13,800
– – 0.15% 74
2022
Q3 		$382K Buy
13,800
+1,000
+8% +$31.2K 0.15% 64
2022
Q2 		$414K Sell
12,800
-275
-2% -$9.32K 0.17% 64
2022
Q1 		$480K Sell
13,075
-3,870
-23% -$149K 0.16% 67
2021
Q4 		$674K Buy
16,945
+3,925
+30% +$162K 0.21% 58
2021
Q3 		$540K Buy
13,020
+5,985
+85% +$256K 0.19% 56
2021
Q2 		$318K Buy
7,035
+1,410
+25% +$62.4K 0.12% 69
2021
Q1 		$244K Buy
+5,625
New +$250K 0.1% 76

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

Opes Wealth Management's ESGE Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q1 2026, selling an estimated $73.8K and leaving 21,648 shares worth $984K. The position accounts for 0.16% of the portfolio, ranked #73.

Opes Wealth Management first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q3 2024. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Opes Wealth Management held 21,648 shares of iShares ESG Aware MSCI EM ETF worth $984K as of Q1 2026.
  • Opes Wealth Management sold 1,560 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $73.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.16% of Opes Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Opes Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • Opes Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.11M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.