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

Stanich Group’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	$8.06M	Buy	148,907 +1,291	+0.9%	+$68.7K	3.89%	5
2026 Q2	$8.07M	Buy	147,616 +5,767	+4%	+$301K	5.08%	3
2026 Q1	$6.45M	Buy	141,849 +5,181	+4%	+$245K	4.92%	3
2025 Q4	$6.04M	Buy	136,668 +5,933	+5%	+$262K	4.55%	3
2025 Q3	$5.68M	Buy	130,735 +2,257	+2%	+$92.1K	3.48%	5
2025 Q2	$5.06M	Buy	128,478 +4,300	+3%	+$156K	4.53%	4
2025 Q1	$4.34M	Buy	124,178 +10,719	+9%	+$373K	3.21%	6
2024 Q4	$3.79M	Buy	+113,459	New	+$4M	2.83%	8

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stanich Group's ESGE Position: Q3 2026 in Review

Stanich Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.87% in Q3 2026, buying an estimated $68.7K and bringing the position to 148,907 shares worth $8.06M. The position accounts for 3.89% of the portfolio, ranked #5.

Stanich Group first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.07M in Q2 2026. 129 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Stanich Group held 148,907 shares of iShares ESG Aware MSCI EM ETF worth $8.06M as of Q3 2026.
Stanich Group bought 1,291 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $68.7K.
iShares ESG Aware MSCI EM ETF made up 3.89% of Stanich Group's portfolio in Q3 2026, its #5 holding.
Stanich Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares ESG Aware MSCI EM ETF position peaked at $8.07M in Q2 2026.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.