RHS Financial
ESGE icon

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

RHS 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
Q3 		$372K Sell
6,873
-194
-3% -$10.3K 0.13% 119
2026
Q2 		$386K Sell
7,067
-742
-10% -$38.8K 0.16% 104
2026
Q1 		$355K Sell
7,809
-665
-8% -$31.4K 0.17% 104
2025
Q4 		$374K Buy
8,474
+238
+3% +$10.5K 0.18% 89
2025
Q3 		$358K Sell
8,236
-86
-1% -$3.51K 0.19% 92
2025
Q2 		$326K Sell
8,322
-7,818
-48% -$283K 0.19% 95
2025
Q1 		$564K Sell
16,140
-5,649
-26% -$197K 0.32% 62
2024
Q4 		$728K Buy
21,789
+4,408
+25% +$156K 0.38% 64
2024
Q3 		$633K Sell
17,381
-883
-5% -$30.2K 0.32% 71
2024
Q2 		$612K Buy
18,264
+2,623
+17% +$86.4K 0.37% 58
2024
Q1 		$504K Sell
15,641
-3,233
-17% -$102K 0.29% 69
2023
Q4 		$605K Sell
18,874
-5,407
-22% -$167K 0.38% 57
2023
Q3 		$735K Sell
24,281
-2,457
-9% -$77.8K 0.51% 49
2023
Q2 		$846K Sell
26,738
-1,803
-6% -$56.6K 0.62% 41
2023
Q1 		$898K Buy
28,541
+7,641
+37% +$242K 0.68% 40
2022
Q4 		$628K Sell
20,900
-2,855
-12% -$83.7K 0.5% 48
2022
Q3 		$657K Sell
23,755
-9,740
-29% -$304K 0.58% 44
2022
Q2 		$1.08M Buy
33,495
+9,582
+40% +$325K 0.89% 34
2022
Q1 		$878K Buy
23,913
+4,705
+24% +$181K 0.65% 41
2021
Q4 		$764K Sell
19,208
-53
-0.3% -$2.18K 0.53% 41
2021
Q3 		$798K Sell
19,261
-2,450
-11% -$105K 0.58% 45
2021
Q2 		$980K Buy
21,711
+5,312
+32% +$235K 0.73% 41
2021
Q1 		$710K Sell
16,399
-2,430
-13% -$108K 0.59% 43
2020
Q4 		$790K Sell
18,829
-3,118
-14% -$122K 0.68% 39
2020
Q3 		$782K Sell
21,947
-9,058
-29% -$321K 0.79% 39
2020
Q2 		$995K Buy
31,005
+7,648
+33% +$230K 1.16% 29
2020
Q1 		$639K Buy
+23,357
New +$771K 0.86% 36

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Eastern Bank
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

RHS Financial's ESGE Position: Q3 2026 in Review

RHS Financial reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q3 2026, selling an estimated $10.3K and leaving 6,873 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #119.

RHS Financial first reported a position in ESGE in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.08M in Q2 2022. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • RHS Financial held 6,873 shares of iShares ESG Aware MSCI EM ETF worth $372K as of Q3 2026.
  • RHS Financial sold 194 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $10.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of RHS Financial's portfolio in Q3 2026, its #119 holding.
  • RHS Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 27 quarters since.
  • RHS Financial's iShares ESG Aware MSCI EM ETF position peaked at $1.08M in Q2 2022.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.