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 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%	-$9.85K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Wealth Management Group's ESGE Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 37% in Q2 2026, selling an estimated $337K and leaving 10,902 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #55.

Private Wealth Management Group first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $789K in Q1 2026. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Private Wealth Management Group held 10,902 shares of iShares ESG Aware MSCI EM ETF worth $596K as of Q2 2026.
Private Wealth Management Group sold 6,454 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $337K.
iShares ESG Aware MSCI EM ETF made up 0.14% of Private Wealth Management Group's portfolio in Q2 2026, its #55 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares ESG Aware MSCI EM ETF position peaked at $789K in Q1 2026.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.