Silver Oak Wealth Advisors Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Silver Oak Wealth Advisors Services’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	$1.42M	Sell	31,156 -306	-1%	-$14.5K	0.92%	17
2025 Q4	$1.39M	Buy	31,462 +281	+0.9%	+$12.4K	0.9%	17
2025 Q3	$1.35M	Hold	31,181	–	–	0.89%	17
2025 Q2	$1.22M	Sell	31,181 -905	-3%	-$32.8K	0.88%	18
2025 Q1	$1.12M	Hold	32,086	–	–	1%	17
2024 Q4	$1.07M	Buy	+32,086	New	+$1.13M	0.93%	19

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

Silver Oak Wealth Advisors Services's ESGE Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.97% in Q1 2026, selling an estimated $14.5K and leaving 31,156 shares worth $1.42M. The position accounts for 0.92% of the portfolio, ranked #17.

Silver Oak Wealth Advisors Services first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Silver Oak Wealth Advisors Services held 31,156 shares of iShares ESG Aware MSCI EM ETF worth $1.42M as of Q1 2026.
Silver Oak Wealth Advisors Services sold 306 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $14.5K.
iShares ESG Aware MSCI EM ETF made up 0.92% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #17 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.