Root Financial Partners
ESGE icon

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
Q3 		$24.6K Buy
+454
New +$24.2K ﹤0.01% 1448
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

Other funds holding ESGE

Fidelity Investments
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Root Financial Partners's ESGE Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2026: 454 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESGE as recently as Q1 2026.

Root Financial Partners first reported a position in ESGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $208K in Q4 2025. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Root Financial Partners held 454 shares of iShares ESG Aware MSCI EM ETF worth $24.6K as of Q3 2026.
  • iShares ESG Aware MSCI EM ETF was a new Root Financial Partners position in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1448 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares ESG Aware MSCI EM ETF position peaked at $208K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.