PWM
ESGE icon

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

Perigon 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
Q1 		$2.87M Buy
63,153
+2,357
+4% +$111K 0.05% 304
2025
Q4 		$2.69M Buy
60,796
+14,768
+32% +$651K 0.05% 309
2025
Q3 		$2M Buy
46,028
+4,093
+10% +$167K 0.04% 356
2025
Q2 		$1.64M Sell
41,935
-3,095
-7% -$112K 0.04% 374
2025
Q1 		$1.57M Sell
45,030
-19,314
-30% -$673K 0.04% 353
2024
Q4 		$2.15M Buy
64,344
+12,093
+23% +$427K 0.05% 300
2024
Q3 		$1.9M Buy
52,251
+11,367
+28% +$388K 0.05% 299
2024
Q2 		$1.37M Buy
40,884
+13,787
+51% +$454K 0.04% 305
2024
Q1 		$873K Buy
27,097
+2,479
+10% +$78.1K 0.03% 402
2023
Q4 		$789K Sell
24,618
-18,983
-44% -$586K 0.03% 394
2023
Q3 		$1.32M Sell
43,601
-11,875
-21% -$376K 0.05% 260
2023
Q2 		$1.75M Sell
55,476
-610
-1% -$19.1K 0.07% 220
2023
Q1 		$1.77M Sell
56,086
-6,210
-10% -$197K 0.1% 192
2022
Q4 		$1.87M Sell
62,296
-2,126
-3% -$62.3K 0.12% 179
2022
Q3 		$1.78M Buy
64,422
+32,092
+99% +$1M 0.15% 134
2022
Q2 		$1.04M Sell
32,330
-24,689
-43% -$837K 0.09% 202
2022
Q1 		$2.09M Buy
57,019
+33,334
+141% +$1.28M 0.15% 130
2021
Q4 		$941K Sell
23,685
-6,248
-21% -$258K 0.07% 231
2021
Q3 		$1.24M Buy
29,933
+11,201
+60% +$479K 0.11% 175
2021
Q2 		$846K Buy
18,732
+8,875
+90% +$393K 0.08% 221
2021
Q1 		$427K Sell
9,857
-561
-5% -$24.9K 0.04% 325
2020
Q4 		$437K Buy
10,418
+615
+6% +$24K 0.05% 271
2020
Q3 		$349K Sell
9,803
-199
-2% -$7.05K 0.05% 279
2020
Q2 		$321K Buy
+10,002
New +$300K 0.05% 257

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Perigon Wealth Management's ESGE Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.9% in Q1 2026, buying an estimated $111K and bringing the position to 63,153 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #304.

Perigon Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Perigon Wealth Management held 63,153 shares of iShares ESG Aware MSCI EM ETF worth $2.87M as of Q1 2026.
  • Perigon Wealth Management bought 2,357 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $111K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.