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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
Q2 		– Sell
-2,037
Closed -$92.6K – 1274
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

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WL
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Fidelity Investments
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TWIM
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Root Financial Partners's ESGE Position: Q2 2026 in Review

Root Financial Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026, closing a stake of 2,037 shares — an estimated $92.6K sold.

Root Financial Partners first reported a position in ESGE in Q3 2025 and held it in 3 quarters. The position peaked at $208K in Q4 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Root Financial Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,037 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $92.6K.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares ESG Aware MSCI EM ETF position peaked at $208K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.