Retirement Wealth Solutions
ESGE icon

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
Q3 		$390 Sell
7
-1
-13% -$53 ﹤0.01% 846
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Retirement Wealth Solutions's ESGE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q3 2026, selling an estimated $53 and leaving 7 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Retirement Wealth Solutions first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $437 in Q2 2026. 442 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Retirement Wealth Solutions held 7 shares of iShares ESG Aware MSCI EM ETF worth $390 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 iShares ESG Aware MSCI EM ETF share in Q3 2026, an estimated $53.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #846 holding.
  • Retirement Wealth Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares ESG Aware MSCI EM ETF position peaked at $437 in Q2 2026.
  • 442 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.