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

Prism 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
Q3 		$947K Sell
17,668
-353
-2% -$18.8K 0.24% 54
2026
Q2 		$986K Hold
18,021
– – 0.24% 51
2026
Q1 		$819K Sell
18,021
-72
-0.4% -$3.4K 0.22% 52
2025
Q4 		$799K Hold
18,093
– – 0.21% 52
2025
Q3 		$786K Hold
18,093
– – 0.21% 51
2025
Q2 		$709K Buy
+18,093
New +$655K 0.2% 49

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Prism Advisors's ESGE Position: Q3 2026 in Review

Prism Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2% in Q3 2026, selling an estimated $18.8K and leaving 17,668 shares worth $947K. The position accounts for 0.24% of the portfolio, ranked #54.

Prism Advisors first reported a position in ESGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $986K in Q2 2026. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Prism Advisors held 17,668 shares of iShares ESG Aware MSCI EM ETF worth $947K as of Q3 2026.
  • Prism Advisors sold 353 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $18.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.24% of Prism Advisors's portfolio in Q3 2026, its #54 holding.
  • Prism Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 6 quarters since.
  • Prism Advisors's iShares ESG Aware MSCI EM ETF position peaked at $986K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.