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RTD Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RTD Financial Advisors’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 		$1.3M Sell
23,924
-671
-3% -$35.7K 0.14% 71
2026
Q2 		$1.35M Sell
24,595
-305
-1% -$15.9K 0.15% 68
2026
Q1 		$1.13M Buy
24,900
+157
+0.6% +$7.42K 0.14% 68
2025
Q4 		$1.09M Sell
24,743
-416
-2% -$18.3K 0.13% 64
2025
Q3 		$1.09M Sell
25,159
-593
-2% -$24.2K 0.13% 60
2025
Q2 		$1.01M Sell
25,752
-522
-2% -$18.9K 0.13% 62
2025
Q1 		$918K Buy
26,274
+219
+0.8% +$7.63K 0.12% 63
2024
Q4 		$870K Buy
26,055
+798
+3% +$28.2K 0.11% 65
2024
Q3 		$920K Buy
25,257
+4,888
+24% +$167K 0.12% 66
2024
Q2 		$683K Buy
20,369
+1,123
+6% +$37K 0.09% 70
2024
Q1 		$620K Buy
19,246
+265
+1% +$8.35K 0.08% 70
2023
Q4 		$609K Buy
18,981
+617
+3% +$19K 0.09% 70
2023
Q3 		$556K Buy
18,364
+48
+0.3% +$1.52K 0.08% 71
2023
Q2 		$579K Sell
18,316
-2,787
-13% -$87.4K 0.08% 69
2023
Q1 		$664K Buy
21,103
+638
+3% +$20.2K 0.1% 65
2022
Q4 		$615K Buy
20,465
+368
+2% +$10.8K 0.1% 67
2022
Q3 		$556K Sell
20,097
-703
-3% -$21.9K 0.1% 66
2022
Q2 		$672K Buy
20,800
+6,465
+45% +$219K 0.1% 70
2022
Q1 		$527K Buy
14,335
+1,230
+9% +$47.2K 0.07% 77
2021
Q4 		$521K Buy
+13,105
New +$540K 0.07% 80

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RTD Financial Advisors's ESGE Position: Q3 2026 in Review

RTD Financial Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q3 2026, selling an estimated $35.7K and leaving 23,924 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #71.

RTD Financial Advisors first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2026. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • RTD Financial Advisors held 23,924 shares of iShares ESG Aware MSCI EM ETF worth $1.3M as of Q3 2026.
  • RTD Financial Advisors sold 671 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $35.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.14% of RTD Financial Advisors's portfolio in Q3 2026, its #71 holding.
  • RTD Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.35M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.