Sagespring Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sagespring Wealth 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	$690K	Sell	15,170 -1,508	-9%	-$71.3K	0.01%	419
2025 Q4	$737K	Buy	16,678 +2,913	+21%	+$128K	0.01%	377
2025 Q3	$598K	Buy	13,765 +2,220	+19%	+$90.6K	0.01%	423
2025 Q2	$452K	Buy	11,545 +1,299	+13%	+$47K	0.01%	466
2025 Q1	$358K	Sell	10,246 -1,222	-11%	-$42.6K	0.01%	466
2024 Q4	$383K	Buy	+11,468	New	+$405K	0.01%	407

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

Sagespring Wealth Partners's ESGE Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9% in Q1 2026, selling an estimated $71.3K and leaving 15,170 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #419.

Sagespring Wealth Partners first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $737K in Q4 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Sagespring Wealth Partners held 15,170 shares of iShares ESG Aware MSCI EM ETF worth $690K as of Q1 2026.
Sagespring Wealth Partners sold 1,508 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $71.3K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #419 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $737K in Q4 2025.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.