Pension & Wealth Management Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pension & Wealth Management Advisors’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	$110K	Sell	2,004 -213	-10%	-$11.1K	0.03%	243
2026 Q1	$101K	Buy	2,217 +1,023	+86%	+$48.4K	0.03%	236
2025 Q4	$52.7K	Hold	1,194	–	–	0.02%	294
2025 Q3	$51.8K	Sell	1,194 -75	-6%	-$3.06K	0.02%	271
2025 Q2	$49.7K	Hold	1,269	–	–	0.02%	267
2025 Q1	$44.4K	Hold	1,269	–	–	0.02%	272
2024 Q4	$42.4K	Hold	1,269	–	–	0.02%	276
2024 Q3	$46.2K	Hold	1,269	–	–	0.02%	227
2024 Q2	$42.5K	Hold	1,269	–	–	0.02%	217
2024 Q1	$40.9K	Buy	1,269 +192	+18%	+$6.05K	0.03%	213
2023 Q4	$34.5K	Hold	1,077	–	–	0.02%	208
2023 Q3	$32.6K	Hold	1,077	–	–	0.02%	181
2023 Q2	$34.1K	Hold	1,077	–	–	0.03%	180
2023 Q1	$33.9K	Hold	1,077	–	–	0.03%	180
2022 Q4	$32.4K	Buy	+1,077	New	+$31.6K	0.03%	179

Other funds holding ESGE

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pension & Wealth Management Advisors's ESGE Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.6% in Q2 2026, selling an estimated $11.1K and leaving 2,004 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #243.

Pension & Wealth Management Advisors first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 608 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Pension & Wealth Management Advisors held 2,004 shares of iShares ESG Aware MSCI EM ETF worth $110K as of Q2 2026.
Pension & Wealth Management Advisors sold 213 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $11.1K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #243 holding.
Pension & Wealth Management Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
608 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.