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Shotwell Rutter Baer’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Shotwell Rutter Baer’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 		$565K Sell
12,422
-224
-2% -$10.6K 0.33% 25
2025
Q4 		$580K Buy
12,646
+9
+0.1% +$397 0.35% 26
2025
Q3 		$560K Buy
12,637
+135
+1% +$5.51K 0.36% 27
2025
Q2 		$495K Buy
12,502
+127
+1% +$4.6K 0.34% 27
2025
Q1 		$402K Buy
12,375
+588
+5% +$20.5K 0.36% 29
2024
Q4 		$388K Buy
11,787
+347
+3% +$12.2K 0.33% 29
2024
Q3 		$427K Buy
11,440
+765
+7% +$26.1K 0.35% 29
2024
Q2 		$369K Sell
10,675
-570
-5% -$18.8K 0.33% 29
2024
Q1 		$370K Buy
11,245
+106
+1% +$3.34K 0.75% 15
2023
Q4 		$348K Buy
+11,139
New +$344K 0.33% 30

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Shotwell Rutter Baer's ESGE Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.8% in Q1 2026, selling an estimated $10.6K and leaving 12,422 shares worth $565K. The position accounts for 0.33% of the portfolio, ranked #25.

Shotwell Rutter Baer first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Shotwell Rutter Baer held 12,422 shares of iShares ESG Aware MSCI EM ETF worth $565K as of Q1 2026.
  • Shotwell Rutter Baer sold 224 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $10.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.33% of Shotwell Rutter Baer's portfolio in Q1 2026, its #25 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
  • Shotwell Rutter Baer's iShares ESG Aware MSCI EM ETF position peaked at $580K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.