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Retirement Wealth Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Retirement Wealth Solutions’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 		$437 Hold
8
– – ﹤0.01% 741
2026
Q1 		$361 Hold
8
– – ﹤0.01% 753
2025
Q4 		$351 Hold
8
– – ﹤0.01% 707
2025
Q3 		$339 Hold
8
– – ﹤0.01% 734
2025
Q2 		$306 Hold
8
– – ﹤0.01% 396
2025
Q1 		$270 Hold
8
– – ﹤0.01% 385
2024
Q4 		$255 Buy
+8
New +$282 ﹤0.01% 390

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Retirement Wealth Solutions's ESGE Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 8 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Retirement Wealth Solutions first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Retirement Wealth Solutions held 8 shares of iShares ESG Aware MSCI EM ETF worth $437 as of Q2 2026.
  • Retirement Wealth Solutions left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #741 holding.
  • Retirement Wealth Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.