Physician Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Physician Wealth 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	$1.41M	Buy	25,699 +539	+2%	+$28.2K	0.17%	66
2026 Q1	$1.14M	Buy	25,160 +2,839	+13%	+$134K	0.16%	69
2025 Q4	$986K	Buy	22,321 +1,189	+6%	+$52.4K	0.14%	70
2025 Q3	$918K	Buy	21,132 +1,248	+6%	+$50.9K	0.13%	73
2025 Q2	$779K	Sell	19,884 -2,700	-12%	-$97.8K	0.12%	77
2025 Q1	$789K	Sell	22,584 -150	-0.7%	-$5.22K	0.14%	76
2024 Q4	$759K	Sell	22,734 -1,091	-5%	-$38.5K	0.13%	78
2024 Q3	$856K	Sell	23,825 -269	-1%	-$9.19K	0.15%	69
2024 Q2	$841K	Buy	24,094 +51	+0.2%	+$1.68K	0.16%	73
2024 Q1	$750K	Sell	24,043 -4,169	-15%	-$131K	0.16%	74
2023 Q4	$857K	Sell	28,212 -227	-0.8%	-$7K	0.19%	65
2023 Q3	$854K	Sell	28,439 -339	-1%	-$10.7K	0.22%	58
2023 Q2	$920K	Buy	28,778 +724	+3%	+$22.7K	0.23%	54
2023 Q1	$881K	Buy	28,054 +78	+0.3%	+$2.47K	0.23%	52
2022 Q4	$939K	Sell	27,976 -10,170	-27%	-$298K	0.25%	49
2022 Q3	$1.11M	Sell	38,146 -93	-0.2%	-$2.9K	0.34%	46
2022 Q2	$1.21M	Buy	38,239 +9,595	+33%	+$325K	0.35%	45
2022 Q1	$997K	Buy	28,644 +2,127	+8%	+$81.7K	0.26%	54
2021 Q4	$1.05M	Buy	26,517 +5,573	+27%	+$230K	0.28%	51
2021 Q3	$896K	Buy	20,944 +1,598	+8%	+$68.3K	0.25%	56
2021 Q2	$847K	Buy	19,346 +3,578	+23%	+$158K	0.24%	57
2021 Q1	$693K	Buy	15,768 +958	+6%	+$42.6K	0.23%	62
2020 Q4	$688K	Sell	14,810 -112,611	-88%	-$4.39M	0.23%	63
2020 Q3	$4.69M	Buy	127,421 +20,768	+19%	+$736K	1.88%	14
2020 Q2	$3.79M	Sell	106,653 -20,803	-16%	-$625K	1.53%	16
2020 Q1	$3.68M	Buy	+127,456	New	+$4.21M	1.84%	13

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Physician Wealth Advisors's ESGE Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 25,699 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #66.

Physician Wealth Advisors first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.69M in Q3 2020. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Physician Wealth Advisors held 25,699 shares of iShares ESG Aware MSCI EM ETF worth $1.41M as of Q2 2026.
Physician Wealth Advisors bought 539 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $28.2K.
iShares ESG Aware MSCI EM ETF made up 0.17% of Physician Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
Physician Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $4.69M in Q3 2020.
304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.