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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
Q3 		$651K Buy
12,027
+154
+1% +$8.2K 0.36% 23
2026
Q2 		$649K Sell
11,873
-549
-4% -$28.7K 0.36% 23
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shotwell Rutter Baer's ESGE Position: Q3 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.3% in Q3 2026, buying an estimated $8.2K and bringing the position to 12,027 shares worth $651K. The position accounts for 0.36% of the portfolio, ranked #23.

Shotwell Rutter Baer first reported a position in ESGE in Q4 2023 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Shotwell Rutter Baer held 12,027 shares of iShares ESG Aware MSCI EM ETF worth $651K as of Q3 2026.
  • Shotwell Rutter Baer bought 154 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $8.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.36% of Shotwell Rutter Baer's portfolio in Q3 2026, its #23 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 12 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.