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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Private Wealth Management Group's ESGE Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q1 2026, selling an estimated $12.2K and leaving 17,356 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #45.

Private Wealth Management Group first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Private Wealth Management Group held 17,356 shares of iShares ESG Aware MSCI EM ETF worth $789K as of Q1 2026.
Private Wealth Management Group sold 257 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $12.2K.
iShares ESG Aware MSCI EM ETF made up 0.21% of Private Wealth Management Group's portfolio in Q1 2026, its #45 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.