Perigon Wealth Management
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
Q3 		$3.42M Sell
63,105
-1,404
-2% -$74.8K 0.05% 293
2026
Q2 		$3.53M Buy
64,509
+1,356
+2% +$70.9K 0.06% 292
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

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Mission Wealth Management
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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Perigon Wealth Management's ESGE Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.2% in Q3 2026, selling an estimated $74.8K and leaving 63,105 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #293.

Perigon Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.53M in Q2 2026. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Perigon Wealth Management held 63,105 shares of iShares ESG Aware MSCI EM ETF worth $3.42M as of Q3 2026.
  • Perigon Wealth Management sold 1,404 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $74.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #293 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $3.53M in Q2 2026.
  • 189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.