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

Private Wealth Management 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 Q3	$378K	Sell	6,985 -3,917	-36%	-$209K	0.09%	74
2026 Q2	$596K	Sell	10,902 -6,454	-37%	-$337K	0.14%	55
2026 Q1	$789K	Sell	17,356 -257	-1%	-$12.2K	0.21%	45
2025 Q4	$778K	Buy	17,613 +164	+0.9%	+$7.23K	0.21%	46
2025 Q3	$758K	Sell	17,449 -466	-3%	-$19K	0.21%	45
2025 Q2	$702K	Sell	17,915 -272	-1%	-$9.8K	0.23%	44
2025 Q1	$636K	Sell	18,187 -218	-1%	-$7.59K	0.23%	43
2024 Q4	$615K	Buy	18,405 +481	+3%	+$17K	0.24%	44
2024 Q3	$653K	Buy	17,924 +1,351	+8%	+$46.1K	0.26%	42
2024 Q2	$556K	Buy	16,573 +655	+4%	+$21.6K	0.24%	43
2024 Q1	$513K	Buy	15,918 +607	+4%	+$19.1K	0.23%	39
2023 Q4	$491K	Buy	+15,311	New	+$472K	0.24%	41

Other funds holding ESGE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Private Wealth Management Group's ESGE Position: Q3 2026 in Review

Private Wealth Management Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 36% in Q3 2026, selling an estimated $209K and leaving 6,985 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #74.

Private Wealth Management Group first reported a position in ESGE in Q4 2023 and has held it in 12 quarters since. The position peaked at $789K in Q1 2026. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Private Wealth Management Group held 6,985 shares of iShares ESG Aware MSCI EM ETF worth $378K as of Q3 2026.
Private Wealth Management Group sold 3,917 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $209K.
iShares ESG Aware MSCI EM ETF made up 0.09% of Private Wealth Management Group's portfolio in Q3 2026, its #74 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares ESG Aware MSCI EM ETF position peaked at $789K in Q1 2026.
582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.