RW Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RW Investment 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 Q1	$411K	Buy	+9,039	New	+$427K	0.04%	78
2025 Q3	$378K	Sell	8,711 -94	-1%	-$3.83K	0.04%	75
2025 Q2	$345K	Buy	8,805 +61	+0.7%	+$2.21K	0.04%	77
2025 Q1	$306K	Sell	8,744 -57	-0.6%	-$1.99K	0.04%	76
2024 Q4	$294K	Sell	8,801 -1,332	-13%	-$47K	0.04%	79
2024 Q3	$369K	Buy	10,133 +3,546	+54%	+$121K	0.05%	72
2024 Q2	$221K	Buy	+6,587	New	+$217K	0.03%	83

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

RW Investment Management's ESGE Position: Q1 2026 in Review

RW Investment Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 9,039 shares worth $411K. The stake represents 0.04% of the portfolio and ranks #78 among its holdings. This is a return to the name: RW Investment Management previously reported a position in ESGE as recently as Q3 2025.

RW Investment Management first reported a position in ESGE in Q2 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

RW Investment Management held 9,039 shares of iShares ESG Aware MSCI EM ETF worth $411K as of Q1 2026.
iShares ESG Aware MSCI EM ETF was a new RW Investment Management position in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #78 holding.
RW Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.