RF
ESGE icon

rebel Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

rebel Financial’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 		$3.15M Sell
69,274
-8,115
-10% -$384K 1.37% 32
2025
Q4 		$3.42M Buy
+77,389
New +$3.41M 1.46% 30
2025
Q3 		– Sell
-84,809
Closed -$3.46M – 27
2025
Q2 		$3.32M Buy
+84,809
New +$3.07M 1.51% 27

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

rebel Financial's ESGE Position: Q1 2026 in Review

rebel Financial reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q1 2026, selling an estimated $384K and leaving 69,274 shares worth $3.15M. The position accounts for 1.37% of the portfolio, ranked #32.

rebel Financial first reported a position in ESGE in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.42M in Q4 2025. 605 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • rebel Financial held 69,274 shares of iShares ESG Aware MSCI EM ETF worth $3.15M as of Q1 2026.
  • rebel Financial sold 8,115 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $384K.
  • iShares ESG Aware MSCI EM ETF made up 1.37% of rebel Financial's portfolio in Q1 2026, its #32 holding.
  • rebel Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares ESG Aware MSCI EM ETF position peaked at $3.42M in Q4 2025.
  • 605 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.