PWM
ESGE icon

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

Penobscot 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 		$646K Buy
11,807
+2,569
+28% +$134K 0.17% 64
2026
Q1 		$420K Buy
9,238
+872
+10% +$41.2K 0.12% 73
2025
Q4 		$370K Buy
8,366
+203
+2% +$8.95K 0.11% 72
2025
Q3 		$354K Sell
8,163
-132
-2% -$5.38K 0.11% 76
2025
Q2 		$325K Buy
+8,295
New +$300K 0.12% 74

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Penobscot Wealth Management's ESGE Position: Q2 2026 in Review

Penobscot Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 28% in Q2 2026, buying an estimated $134K and bringing the position to 11,807 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #64.

Penobscot Wealth Management first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Penobscot Wealth Management held 11,807 shares of iShares ESG Aware MSCI EM ETF worth $646K as of Q2 2026.
  • Penobscot Wealth Management bought 2,569 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $134K.
  • iShares ESG Aware MSCI EM ETF made up 0.17% of Penobscot Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Penobscot Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.