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Smart Portfolios LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Smart Portfolios LLC’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 		$706K Buy
15,533
+344
+2% +$16.3K 0.7% 50
2025
Q4 		$671K Sell
15,189
-764
-5% -$33.7K 0.67% 49
2025
Q3 		$693K Sell
15,953
-434
-3% -$17.7K 0.67% 49
2025
Q2 		$642K Hold
16,387
– – 0.65% 51
2025
Q1 		$573K Buy
16,387
+531
+3% +$18.5K 0.62% 54
2024
Q4 		$529K Buy
15,856
+584
+4% +$20.6K 0.55% 58
2024
Q3 		$556K Sell
15,272
-380
-2% -$13K 0.57% 57
2024
Q2 		$525K Buy
15,652
+900
+6% +$29.6K 0.53% 56
2024
Q1 		$475K Sell
14,752
-123
-0.8% -$3.88K 0.5% 54
2023
Q4 		$471K Sell
14,875
-1,235
-8% -$38.1K 0.55% 47
2023
Q3 		$488K Sell
16,110
-286
-2% -$9.06K 0.88% 27
2023
Q2 		$519K Buy
16,396
+1,182
+8% +$37.1K 0.91% 27
2023
Q1 		$479K Sell
15,214
-139
-0.9% -$4.41K 0.84% 31
2022
Q4 		$462K Buy
+15,353
New +$450K 0.92% 31
2022
Q2 		$439K Buy
13,343
+438
+3% +$14.9K 0.89% 28
2022
Q1 		$474K Buy
12,905
+979
+8% +$37.6K 0.75% 36
2021
Q4 		$474K Buy
11,926
+278
+2% +$11.5K 0.36% 41
2021
Q3 		$483K Buy
11,648
+1,044
+10% +$44.6K 0.39% 36
2021
Q2 		$479K Buy
+10,604
New +$470K 0.37% 34

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Smart Portfolios LLC's ESGE Position: Q1 2026 in Review

Smart Portfolios LLC increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.3% in Q1 2026, buying an estimated $16.3K and bringing the position to 15,533 shares worth $706K. The position accounts for 0.7% of the portfolio, ranked #50.

Smart Portfolios LLC first reported a position in ESGE in Q2 2021 and has held it in 19 quarters since. 605 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Smart Portfolios LLC held 15,533 shares of iShares ESG Aware MSCI EM ETF worth $706K as of Q1 2026.
  • Smart Portfolios LLC bought 344 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $16.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.7% of Smart Portfolios LLC's portfolio in Q1 2026, its #50 holding.
  • Smart Portfolios LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 19 quarters since.
  • 605 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.