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Ritholtz Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ritholtz Wealth Management’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 		$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% -$9.98K 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

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 $374B AUM 17.66% 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

Ritholtz Wealth Management's ESGE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.7% in Q1 2026, buying an estimated $5.53K and bringing the position to 7,202 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #942.

Ritholtz Wealth Management first reported a position in ESGE in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.36M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Ritholtz Wealth Management held 7,202 shares of iShares ESG Aware MSCI EM ETF worth $327K as of Q1 2026.
  • Ritholtz Wealth Management bought 117 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $5.53K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #942 holding.
  • Ritholtz Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and has held it in 35 quarters since.
  • Ritholtz Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.36M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.