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

Oregon Pacific 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	$268K	Sell	5,885 -120	-2%	-$5.67K	0.28%	77
2025 Q4	$265K	Sell	6,005 -556	-8%	-$24.5K	0.27%	92
2025 Q3	$285K	Hold	6,561	–	–	0.25%	103
2025 Q2	$257K	Sell	6,561 -21	-0.3%	-$760	0.24%	106
2025 Q1	$230K	Sell	6,582 -205	-3%	-$7.14K	0.23%	114
2024 Q4	$227K	Buy	+6,787	New	+$239K	0.22%	109

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Oregon Pacific Wealth Management's ESGE Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q1 2026, selling an estimated $5.67K and leaving 5,885 shares worth $268K. The position accounts for 0.28% of the portfolio, ranked #77.

Oregon Pacific Wealth Management first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $285K in Q3 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Oregon Pacific Wealth Management held 5,885 shares of iShares ESG Aware MSCI EM ETF worth $268K as of Q1 2026.
Oregon Pacific Wealth Management sold 120 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $5.67K.
iShares ESG Aware MSCI EM ETF made up 0.28% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #77 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $285K in Q3 2025.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.