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 Q2	$250K	Sell	4,575 -1,310	-22%	-$68.5K	0.23%	90
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oregon Pacific Wealth Management's ESGE Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q2 2026, selling an estimated $68.5K and leaving 4,575 shares worth $250K. The position accounts for 0.23% of the portfolio, ranked #90.

Oregon Pacific Wealth Management first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q3 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Oregon Pacific Wealth Management held 4,575 shares of iShares ESG Aware MSCI EM ETF worth $250K as of Q2 2026.
Oregon Pacific Wealth Management sold 1,310 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $68.5K.
iShares ESG Aware MSCI EM ETF made up 0.23% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #90 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $285K in Q3 2025.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.