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

Prosperity Capital 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 		$810K Sell
14,956
-106
-0.7% -$5.64K 0.04% 209
2026
Q2 		$824K Sell
15,062
-1
-0% -$52 0.04% 210
2026
Q1 		$685K Sell
15,063
-1,106
-7% -$52.3K 0.04% 229
2025
Q4 		$714K Sell
16,169
-486
-3% -$21.4K 0.04% 207
2025
Q3 		$723K Sell
16,655
-59
-0.4% -$2.41K 0.04% 225
2025
Q2 		$655K Sell
16,714
-1,497
-8% -$54.2K 0.04% 223
2025
Q1 		$639K Sell
18,211
-2,092
-10% -$72.8K 0.05% 205
2024
Q4 		$678K Sell
20,303
-273
-1% -$9.63K 0.06% 193
2024
Q3 		$749K Sell
20,576
-696
-3% -$23.8K 0.06% 185
2024
Q2 		$713K Sell
21,272
-2,688
-11% -$88.5K 0.08% 160
2024
Q1 		$772K Sell
23,960
-456,313
-95% -$14.4M 0.09% 168
2023
Q4 		$15.4M Buy
480,273
+48,912
+11% +$1.51M 1.67% 11
2023
Q3 		$13.1M Sell
431,361
-78,446
-15% -$2.48M 1.73% 12
2023
Q2 		$16.1M Buy
509,807
+48,835
+11% +$1.53M 2.26% 11
2023
Q1 		$14.5M Buy
460,972
+379,016
+462% +$12M 2.24% 10
2022
Q4 		$2.46M Buy
+81,956
New +$2.4M 0.76% 20

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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Prosperity Capital Advisors's ESGE Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.7% in Q3 2026, selling an estimated $5.64K and leaving 14,956 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #209.

Prosperity Capital Advisors first reported a position in ESGE in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.1M in Q2 2023. 79 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Prosperity Capital Advisors held 14,956 shares of iShares ESG Aware MSCI EM ETF worth $810K as of Q3 2026.
  • Prosperity Capital Advisors sold 106 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $5.64K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q3 2026, its #209 holding.
  • Prosperity Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 16 quarters since.
  • Prosperity Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $16.1M in Q2 2023.
  • 79 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.