SignatureFD
ESGE icon

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

SignatureFD’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 		$147K Buy
2,706
+18
+0.7% +$958 ﹤0.01% 1342
2026
Q2 		$147K Sell
2,688
-562
-17% -$29.4K ﹤0.01% 1249
2026
Q1 		$148K Buy
3,250
+17
+0.5% +$804 ﹤0.01% 1158
2025
Q4 		$143K Buy
3,233
+278
+9% +$12.3K ﹤0.01% 1144
2025
Q3 		$128K Hold
2,955
– – ﹤0.01% 1176
2025
Q2 		$116K Sell
2,955
-2,975
-50% -$108K ﹤0.01% 1177
2025
Q1 		$207K Buy
5,930
+2,026
+52% +$70.6K ﹤0.01% 864
2024
Q4 		$130K Buy
3,904
+1,004
+35% +$35.4K ﹤0.01% 1091
2024
Q3 		$106K Buy
2,900
+59
+2% +$2.02K ﹤0.01% 1190
2024
Q2 		$95.3K Buy
2,841
+341
+14% +$11.2K ﹤0.01% 1183
2024
Q1 		$80.6K Buy
2,500
+251
+11% +$7.91K ﹤0.01% 1307
2023
Q4 		$72.1K Sell
2,249
-16
-0.7% -$494 ﹤0.01% 1288
2023
Q3 		$68.6K Buy
2,265
+184
+9% +$5.83K ﹤0.01% 1242
2023
Q2 		$65.8K Buy
2,081
+359
+21% +$11.3K ﹤0.01% 1280
2023
Q1 		$54.2K Sell
1,722
-161
-9% -$5.1K ﹤0.01% 1346
2022
Q4 		$56.6K Buy
1,883
+717
+61% +$21K ﹤0.01% 1297
2022
Q3 		$32K Buy
1,166
+283
+32% +$8.83K ﹤0.01% 1503
2022
Q2 		$29K Sell
883
-204
-19% -$6.92K ﹤0.01% 1579
2022
Q1 		$40K Buy
1,087
+121
+13% +$4.65K ﹤0.01% 1477
2021
Q4 		$38K Hold
966
– – ﹤0.01% 1466
2021
Q3 		$40K Buy
966
+229
+31% +$9.8K ﹤0.01% 1420
2021
Q2 		$33K Hold
737
– – ﹤0.01% 1481
2021
Q1 		$32K Buy
+737
New +$32.8K ﹤0.01% 1371

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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
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

SignatureFD's ESGE Position: Q3 2026 in Review

SignatureFD increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.67% in Q3 2026, buying an estimated $958 and bringing the position to 2,706 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

SignatureFD first reported a position in ESGE in Q1 2021 and has held it in 23 quarters since. The position peaked at $207K in Q1 2025. 224 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • SignatureFD held 2,706 shares of iShares ESG Aware MSCI EM ETF worth $147K as of Q3 2026.
  • SignatureFD bought 18 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $958.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1342 holding.
  • SignatureFD first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 23 quarters since.
  • SignatureFD's iShares ESG Aware MSCI EM ETF position peaked at $207K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.