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

Robertson Stephens 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
Q2 		$3.83M Buy
70,005
+4,748
+7% +$248K 0.09% 142
2026
Q1 		$2.97M Buy
65,257
+5,180
+9% +$245K 0.08% 165
2025
Q4 		$2.65M Buy
60,077
+14,643
+32% +$646K 0.07% 183
2025
Q3 		$1.97M Sell
45,434
-3,279
-7% -$134K 0.06% 182
2025
Q2 		$1.91M Sell
48,713
-20,850
-30% -$755K 0.06% 196
2025
Q1 		$2.43M Buy
69,563
+6,515
+10% +$227K 0.08% 177
2024
Q4 		$2.11M Sell
63,048
-2,042
-3% -$72K 0.07% 192
2024
Q3 		$2.37M Sell
65,090
-7,896
-11% -$270K 0.09% 177
2024
Q2 		$2.45M Buy
72,986
+4,562
+7% +$150K 0.12% 133
2024
Q1 		$2.21M Buy
68,424
+1,495
+2% +$47.1K 0.12% 144
2023
Q4 		$2.15M Buy
66,929
+3,599
+6% +$111K 0.13% 135
2023
Q3 		$1.92M Buy
63,330
+8,678
+16% +$275K 0.13% 144
2023
Q2 		$1.73M Buy
54,652
+29,285
+115% +$919K 0.12% 143
2023
Q1 		$799K Sell
25,367
-1,428
-5% -$45.3K 0.06% 224
2022
Q4 		$806K Buy
26,795
+11,308
+73% +$331K 0.08% 201
2022
Q3 		$428K Sell
15,487
-14,594
-49% -$455K 0.04% 237
2022
Q2 		$971K Sell
30,081
-30,384
-50% -$1.03M 0.09% 161
2022
Q1 		$2.22M Buy
60,465
+11,796
+24% +$453K 0.19% 103
2021
Q4 		$1.93M Sell
48,669
-15,961
-25% -$658K 0.16% 117
2021
Q3 		$2.68M Sell
64,630
-13,726
-18% -$587K 0.3% 61
2021
Q2 		$3.54M Buy
78,356
+13,377
+21% +$592K 0.42% 46
2021
Q1 		$2.81M Sell
64,979
-2,107
-3% -$93.7K 0.45% 44
2020
Q4 		$2.82M Buy
67,086
+9,935
+17% +$387K 0.59% 39
2020
Q3 		$2.04M Sell
57,151
-4,440
-7% -$157K 0.5% 43
2020
Q2 		$1.98M Buy
61,591
+38,861
+171% +$1.17M 0.57% 42
2020
Q1 		$622K Buy
+22,730
New +$751K 0.21% 91

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Robertson Stephens Wealth Management's ESGE Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.3% in Q2 2026, buying an estimated $248K and bringing the position to 70,005 shares worth $3.83M. The position accounts for 0.09% of the portfolio, ranked #142.

Robertson Stephens Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. 297 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Robertson Stephens Wealth Management held 70,005 shares of iShares ESG Aware MSCI EM ETF worth $3.83M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 4,748 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $248K.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.