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Richards, Merrill & Peterson’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-106
Closed -$4.68K – 287
2025
Q4 		$4.68K Buy
+106
New +$4.67K ﹤0.01% 267

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Richards, Merrill & Peterson's ESGE Position: Q1 2026 in Review

Richards, Merrill & Peterson sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 106 shares — an estimated $4.68K sold.

Richards, Merrill & Peterson first reported a position in ESGE in Q4 2025 and held it in 1 quarter. The position peaked at $4.68K in Q4 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Richards, Merrill & Peterson reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 106 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.68K.
  • Richards, Merrill & Peterson first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's iShares ESG Aware MSCI EM ETF position peaked at $4.68K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2026, filed 17 Apr 2026.