Smartleaf Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Smartleaf Asset Management’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	$160K	Buy	3,642 +663	+22%	+$31.3K	0.01%	883
2025 Q4	$132K	Buy	2,979 +1,202	+68%	+$53K	0.01%	1035
2025 Q3	$76.8K	Buy	1,777 +470	+36%	+$19.2K	﹤0.01%	1209
2025 Q2	$51.1K	Sell	1,307 -130	-9%	-$4.71K	﹤0.01%	1156
2025 Q1	$50.3K	Buy	1,437 +1,331	+1,256%	+$46.3K	﹤0.01%	1143
2024 Q4	$3.55K	Hold	106	–	–	﹤0.01%	2362
2024 Q3	$3.92K	Buy	106 +57	+116%	+$1.95K	﹤0.01%	2226
2024 Q2	$1.64K	Sell	49 -146	-75%	-$4.81K	﹤0.01%	2294
2024 Q1	$6.28K	Hold	195	–	–	﹤0.01%	1144
2023 Q4	$6.25K	Buy	+195	New	+$6.01K	﹤0.01%	826

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

Smartleaf Asset Management's ESGE Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q1 2026, buying an estimated $31.3K and bringing the position to 3,642 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #883.

Smartleaf Asset Management first reported a position in ESGE in Q4 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Smartleaf Asset Management held 3,642 shares of iShares ESG Aware MSCI EM ETF worth $160K as of Q1 2026.
Smartleaf Asset Management bought 663 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $31.3K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #883 holding.
Smartleaf Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.