Ritholtz Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $386K | Sell |
7,120
-2,133
| -23% | -$114K | 0.01% | 991 |
|
|
2026
Q2 | $506K | Buy |
9,253
+2,051
| +28% | +$107K | 0.01% | 853 |
|
|
2026
Q1 | $327K | Buy |
7,202
+117
| +2% | +$5.53K | 0.01% | 942 |
|
|
2025
Q4 | $313K | Sell |
7,085
-605
| -8% | -$26.7K | 0.01% | 878 |
|
|
2025
Q3 | $334K | Sell |
7,690
-1,002
| -12% | -$40.9K | 0.01% | 805 |
|
|
2025
Q2 | $340K | Sell |
8,692
-2,218
| -20% | -$80.3K | 0.01% | 758 |
|
|
2025
Q1 | $381K | Buy |
10,910
+269
| +3% | +$9.37K | 0.01% | 669 |
|
|
2024
Q4 | $355K | Sell |
10,641
-655
| -6% | -$23.1K | 0.01% | 659 |
|
|
2024
Q3 | $411K | Sell |
11,296
-723
| -6% | -$24.7K | 0.01% | 621 |
|
|
2024
Q2 | $403K | Sell |
12,019
-2,441
| -17% | -$80.4K | 0.01% | 579 |
|
|
2024
Q1 | $466K | Sell |
14,460
-200
| -1% | -$6.3K | 0.02% | 539 |
|
|
2023
Q4 | $470K | Sell |
14,660
-35
| -0.2% | -$1.08K | 0.02% | 505 |
|
|
2023
Q3 | $445K | Sell |
14,695
-475
| -3% | -$15K | 0.02% | 475 |
|
|
2023
Q2 | $480K | Sell |
15,170
-160
| -1% | -$5.02K | 0.02% | 441 |
|
|
2023
Q1 | $483K | Sell |
15,330
-315
| -2% | -$10K | 0.02% | 415 |
|
|
2022
Q4 | $470K | Sell |
15,645
-5,111
| -25% | -$150K | 0.03% | 374 |
|
|
2022
Q3 | $574K | Buy |
20,756
+2,542
| +14% | +$79.3K | 0.03% | 364 |
|
|
2022
Q2 | $588K | Sell |
18,214
-121
| -0.7% | -$4.1K | 0.04% | 281 |
|
|
2022
Q1 | $673K | Sell |
18,335
-4,350
| -19% | -$167K | 0.05% | 252 |
|
|
2021
Q4 | $902K | Sell |
22,685
-3,448
| -13% | -$142K | 0.06% | 187 |
|
|
2021
Q3 | $1.08M | Sell |
26,133
-4,003
| -13% | -$171K | 0.08% | 129 |
|
|
2021
Q2 | $1.36M | Buy |
30,136
+6,056
| +25% | +$268K | 0.1% | 98 |
|
|
2021
Q1 | $1.04M | Sell |
24,080
-455
| -2% | -$20.2K | 0.09% | 107 |
|
|
2020
Q4 | $1.03M | Buy |
24,535
+1,371
| +6% | +$53.4K | 0.1% | 87 |
|
|
2020
Q3 | $825K | Sell |
23,164
-6,670
| -22% | -$236K | 0.09% | 90 |
|
|
2020
Q2 | $957K | Buy |
29,834
+3,462
| +13% | +$104K | 0.12% | 69 |
|
|
2020
Q1 | $722K | Buy |
26,372
+1,275
| +5% | +$42.1K | 0.12% | 63 |
|
|
2019
Q4 | $902K | Sell |
25,097
-497
| -2% | -$17K | 0.13% | 59 |
|
|
2019
Q3 | $833K | Sell |
25,594
-4
| -0% | -$131 | 0.14% | 56 |
|
|
2019
Q2 | $870K | Buy |
25,598
+1,929
| +8% | +$65.1K | 0.15% | 51 |
|
|
2019
Q1 | $806K | Buy |
23,669
+2,410
| +11% | +$80.2K | 0.15% | 50 |
|
|
2018
Q4 | $652K | Buy |
21,259
+1,984
| +10% | +$62.4K | 0.15% | 54 |
|
|
2018
Q3 | $643K | Buy |
19,275
+14
| +0.1% | +$471 | 0.16% | 50 |
|
|
2018
Q2 | $648K | Buy |
19,261
+2,321
| +14% | +$83.7K | 0.18% | 49 |
|
|
2018
Q1 | $641K | Buy |
16,940
+330
| +2% | +$12.7K | 0.18% | 48 |
|
|
2017
Q4 | $614K | Buy |
16,610
+5,560
| +50% | +$200K | 0.18% | 59 |
|
|
2017
Q3 | $384K | Buy |
+11,050
| New | +$377K | 0.14% | 48 |
|
Other funds holding ESGE
Ritholtz Wealth Management's ESGE Position: Q3 2026 in Review
Ritholtz Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 23% in Q3 2026, selling an estimated $114K and leaving 7,120 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #991.
Ritholtz Wealth Management first reported a position in ESGE in Q3 2017 and has held it in 37 quarters since. The position peaked at $1.36M in Q2 2021. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.
- Ritholtz Wealth Management held 7,120 shares of iShares ESG Aware MSCI EM ETF worth $386K as of Q3 2026.
- Ritholtz Wealth Management sold 2,133 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $114K.
- iShares ESG Aware MSCI EM ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #991 holding.
- Ritholtz Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and has held it in 37 quarters since.
- Ritholtz Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.36M in Q2 2021.
- 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.
Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.