Per Stirling Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Per Stirling Capital 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	$365K	Buy	8,018 +1,016	+15%	+$48K	0.04%	229
2025 Q4	$309K	Hold	7,002	–	–	0.03%	237
2025 Q3	$304K	Hold	7,002	–	–	0.04%	225
2025 Q2	$274K	Sell	7,002 -490	-7%	-$17.7K	0.04%	230
2025 Q1	$262K	Hold	7,492	–	–	0.04%	229
2024 Q4	$250K	Sell	7,492 -169	-2%	-$5.96K	0.04%	225
2024 Q3	$279K	Buy	7,661 +364	+5%	+$12.4K	0.04%	229
2024 Q2	$245K	Sell	7,297 -2,090	-22%	-$68.8K	0.04%	217
2024 Q1	$303K	Buy	+9,387	New	+$296K	0.05%	188

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

Per Stirling Capital Management's ESGE Position: Q1 2026 in Review

Per Stirling Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q1 2026, buying an estimated $48K and bringing the position to 8,018 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #229.

Per Stirling Capital Management first reported a position in ESGE in Q1 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Per Stirling Capital Management held 8,018 shares of iShares ESG Aware MSCI EM ETF worth $365K as of Q1 2026.
Per Stirling Capital Management bought 1,016 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $48K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q1 2026, its #229 holding.
Per Stirling Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.