Savant Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Savant Capital’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	$3.9M	Sell	72,055 -13,078	-15%	-$696K	0.01%	571
2026 Q2	$4.66M	Sell	85,133 -4,792	-5%	-$250K	0.01%	422
2026 Q1	$4.09M	Buy	89,925 +9,568	+12%	+$452K	0.02%	298
2025 Q4	$3.55M	Sell	80,357 -20,839	-21%	-$919K	0.02%	301
2025 Q3	$4.39M	Buy	101,196 +2,249	+2%	+$91.8K	0.03%	254
2025 Q2	$3.88M	Buy	98,947 +11,360	+13%	+$411K	0.03%	245
2025 Q1	$3.06M	Sell	87,587 -782	-0.9%	-$27.2K	0.03%	257
2024 Q4	$2.95M	Sell	88,369 -5,804	-6%	-$205K	0.02%	334
2024 Q3	$3.43M	Sell	94,173 -1,227	-1%	-$41.9K	0.03%	291
2024 Q2	$3.2M	Buy	95,400 +443	+0.5%	+$14.6K	0.03%	271
2024 Q1	$3.06M	Sell	94,957 -2,108	-2%	-$66.4K	0.04%	256
2023 Q4	$3.11M	Sell	97,065 -7,697	-7%	-$237K	0.04%	224
2023 Q3	$3.17M	Buy	104,762 +13,754	+15%	+$436K	0.05%	207
2023 Q2	$2.88M	Buy	91,008 +6,204	+7%	+$195K	0.05%	220
2023 Q1	$2.67M	Buy	84,804 +13,568	+19%	+$430K	0.05%	190
2022 Q4	$2.11M	Sell	71,236 -15,422	-18%	-$452K	0.05%	159
2022 Q3	$2.4M	Buy	86,658 +1,303	+2%	+$40.6K	0.07%	129
2022 Q2	$2.76M	Buy	85,355 +33,026	+63%	+$1.12M	0.08%	120
2022 Q1	$1.92M	Buy	52,329 +2,290	+5%	+$87.9K	0.06%	160
2021 Q4	$1.99M	Sell	50,039 -8,105	-14%	-$334K	0.06%	162
2021 Q3	$2.41M	Buy	58,144 +9,245	+19%	+$395K	0.09%	124
2021 Q2	$2.21M	Sell	48,899 -82	-0.2%	-$3.63K	0.09%	125
2021 Q1	$2.12M	Sell	48,981 -3,059	-6%	-$136K	0.11%	115
2020 Q4	$2.18M	Sell	52,040 -1,798	-3%	-$70.1K	0.13%	110
2020 Q3	$1.92M	Buy	53,838 +635	+1%	+$22.5K	0.13%	114
2020 Q2	$1.71M	Buy	53,203 +16,396	+45%	+$493K	0.13%	122
2020 Q1	$1.01M	Buy	36,807 +11,956	+48%	+$395K	0.1%	151
2019 Q4	$893K	Buy	24,851 +1,676	+7%	+$57.4K	0.11%	147
2019 Q3	$754K	Buy	23,175 +1,484	+7%	+$48.8K	0.1%	143
2019 Q2	$737K	Buy	+21,691	New	+$732K	0.1%	148

Other funds holding ESGE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Savant Capital's ESGE Position: Q3 2026 in Review

Savant Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q3 2026, selling an estimated $696K and leaving 72,055 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #571.

Savant Capital first reported a position in ESGE in Q2 2019 and has held it in 30 quarters since. The position peaked at $4.66M in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Savant Capital held 72,055 shares of iShares ESG Aware MSCI EM ETF worth $3.9M as of Q3 2026.
Savant Capital sold 13,078 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $696K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Savant Capital's portfolio in Q3 2026, its #571 holding.
Savant Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and has held it in 30 quarters since.
Savant Capital's iShares ESG Aware MSCI EM ETF position peaked at $4.66M in Q2 2026.
451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.