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Private Advisor Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Private Advisor Group’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 		$401K Buy
8,816
+1,417
+19% +$67K ﹤0.01% 2006
2025
Q4 		$327K Sell
7,399
-1,593
-18% -$70.2K ﹤0.01% 2100
2025
Q3 		$390K Buy
8,992
+1,689
+23% +$68.9K ﹤0.01% 1918
2025
Q2 		$286K Buy
+7,303
New +$264K ﹤0.01% 2009
2024
Q4 		– Sell
-6,386
Closed -$233K – 2353
2024
Q3 		$233K Sell
6,386
-6,140
-49% -$210K ﹤0.01% 2119
2024
Q2 		$420K Buy
12,526
+335
+3% +$11K ﹤0.01% 1657
2024
Q1 		$393K Sell
12,191
-533
-4% -$16.8K ﹤0.01% 1659
2023
Q4 		$408K Sell
12,724
-1,383
-10% -$42.7K ﹤0.01% 1589
2023
Q3 		$427K Buy
14,107
+86
+0.6% +$2.72K ﹤0.01% 1449
2023
Q2 		$443K Buy
14,021
+93
+0.7% +$2.92K ﹤0.01% 1420
2023
Q1 		$438K Sell
13,928
-742
-5% -$23.5K ﹤0.01% 1394
2022
Q4 		$441 Sell
14,670
-662
-4% -$19.4K ﹤0.01% 1403
2022
Q3 		$424K Sell
15,332
-15,707
-51% -$490K ﹤0.01% 1322
2022
Q2 		$1M Sell
31,039
-18,977
-38% -$643K 0.01% 1063
2022
Q1 		$1.84M Buy
50,016
+2,783
+6% +$107K 0.01% 830
2021
Q4 		$1.88M Sell
47,233
-35,505
-43% -$1.46M 0.01% 838
2021
Q3 		$3.43M Buy
82,738
+22,174
+37% +$948K 0.02% 663
2021
Q2 		$2.73M Sell
60,564
-3,804
-6% -$168K 0.02% 638
2021
Q1 		$2.79M Buy
64,368
+19,120
+42% +$850K 0.03% 578
2020
Q4 		$1.9M Buy
45,248
+19,313
+74% +$753K 0.02% 672
2020
Q3 		$870K Buy
25,935
+1,437
+6% +$50.9K 0.01% 840
2020
Q2 		$786K Buy
24,498
+4,995
+26% +$150K 0.01% 854
2020
Q1 		$534K Buy
19,503
+4,419
+29% +$146K 0.01% 869
2019
Q4 		$542K Buy
15,084
+792
+6% +$27.1K 0.01% 1008
2019
Q3 		$465K Buy
14,292
+460
+3% +$15.1K 0.01% 1102
2019
Q2 		$470K Buy
13,832
+1,349
+11% +$45.5K 0.01% 1074
2019
Q1 		$425K Buy
+12,483
New +$415K 0.01% 1035

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

Private Advisor Group's ESGE Position: Q1 2026 in Review

Private Advisor Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 19% in Q1 2026, buying an estimated $67K and bringing the position to 8,816 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Private Advisor Group first reported a position in ESGE in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.43M in Q3 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Private Advisor Group held 8,816 shares of iShares ESG Aware MSCI EM ETF worth $401K as of Q1 2026.
  • Private Advisor Group bought 1,417 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $67K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2006 holding.
  • Private Advisor Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 27 quarters since.
  • Private Advisor Group's iShares ESG Aware MSCI EM ETF position peaked at $3.43M in Q3 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.