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

Root Financial Partners’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 		$92.6K Sell
2,037
-2,681
-57% -$127K ﹤0.01% 594
2025
Q4 		$208K Buy
4,718
+1,634
+53% +$72K 0.01% 290
2025
Q3 		$134K Buy
+3,084
New +$126K 0.01% 354

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

Root Financial Partners's ESGE Position: Q1 2026 in Review

Root Financial Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 57% in Q1 2026, selling an estimated $127K and leaving 2,037 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Root Financial Partners first reported a position in ESGE in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Root Financial Partners held 2,037 shares of iShares ESG Aware MSCI EM ETF worth $92.6K as of Q1 2026.
  • Root Financial Partners sold 2,681 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $127K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #594 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares ESG Aware MSCI EM ETF position peaked at $208K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.