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Strategic Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Strategic Wealth Partners’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 		– Hold
0
– – – 1460
2025
Q4 		– Sell
-48
Closed -$2.12K – 1443
2025
Q3 		$2.09K Buy
48
+23
+92% +$938 ﹤0.01% 1161
2025
Q2 		$993 Buy
+25
New +$905 ﹤0.01% 1047

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Strategic Wealth Partners's ESGE Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Strategic Wealth Partners first reported a position in ESGE in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.09K in Q3 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Strategic Wealth Partners held 0 shares of iShares ESG Aware MSCI EM ETF worth $7 as of Q1 2026.
  • Strategic Wealth Partners left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1460 holding.
  • Strategic Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $2.09K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.