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Patriot Financial Group Insurance Agency’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Patriot Financial Group Insurance Agency’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 		$241K Sell
4,415
-5,787
-57% -$302K 0.02% 437
2026
Q1 		$464K Buy
10,202
+4,975
+95% +$235K 0.03% 463
2025
Q4 		$231K Buy
+5,227
New +$230K 0.03% 448
2025
Q3 		– Sell
-10,321
Closed -$404K – 523
2025
Q2 		$404K Buy
10,321
+158
+2% +$5.72K 0.05% 351
2025
Q1 		$355K Buy
10,163
+409
+4% +$14.2K 0.05% 353
2024
Q4 		$326K Sell
9,754
-3,919
-29% -$138K 0.04% 357
2024
Q3 		$498K Buy
13,673
+1,131
+9% +$38.6K 0.07% 293
2024
Q2 		$421K Buy
12,542
+1,110
+10% +$36.6K 0.06% 300
2024
Q1 		$368K Sell
11,432
-429
-4% -$13.5K 0.06% 321
2023
Q4 		$380K Sell
11,861
-118
-1% -$3.64K 0.07% 288
2023
Q3 		$363K Sell
11,979
-964
-7% -$30.5K 0.08% 295
2023
Q2 		$409K Sell
12,943
-298
-2% -$9.35K 0.08% 279
2023
Q1 		$417K Sell
13,241
-664
-5% -$21K 0.08% 258
2022
Q4 		$418K Buy
13,905
+567
+4% +$16.6K 0.06% 237
2022
Q3 		$369K Buy
13,338
+1,552
+13% +$48.4K 0.09% 247
2022
Q2 		$381K Buy
11,786
+903
+8% +$30.6K 0.08% 255
2022
Q1 		$400K Sell
10,883
-746
-6% -$28.6K 0.07% 269
2021
Q4 		$462K Sell
11,629
-719
-6% -$29.6K 0.08% 259
2021
Q3 		$512K Sell
12,348
-1,581
-11% -$67.6K 0.09% 230
2021
Q2 		$629K Sell
13,929
-2,959
-18% -$131K 0.11% 190
2021
Q1 		$731K Buy
16,888
+793
+5% +$35.3K 0.17% 142
2020
Q4 		$676K Buy
16,095
+4,362
+37% +$170K 0.17% 133
2020
Q3 		$418K Buy
11,733
+987
+9% +$35K 0.14% 164
2020
Q2 		$345K Sell
10,746
-10,074
-48% -$303K 0.13% 159
2020
Q1 		$570K Buy
20,820
+13,885
+200% +$458K 0.26% 79
2019
Q4 		$249K Buy
6,935
+4,840
+231% +$166K 0.09% 189
2019
Q3 		$68K Buy
2,095
+1,979
+1,706% +$65.1K 0.03% 385
2019
Q2 		$4K Buy
+116
New +$3.92K ﹤0.01% 982

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LPL Financial
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BlackRock
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ESGE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 57% in Q2 2026, selling an estimated $302K and leaving 4,415 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #437.

Patriot Financial Group Insurance Agency first reported a position in ESGE in Q2 2019 and has held it in 28 quarters since. The position peaked at $731K in Q1 2021. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,415 shares of iShares ESG Aware MSCI EM ETF worth $241K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,787 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $302K.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #437 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware MSCI EM ETF position peaked at $731K in Q1 2021.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.