SWP
ESGE icon

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

Stratos 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 		$327K Buy
7,189
+768
+12% +$36.3K ﹤0.01% 1270
2025
Q4 		$284K Buy
6,421
+85
+1% +$3.75K ﹤0.01% 1322
2025
Q3 		$275K Buy
6,336
+21
+0.3% +$857 ﹤0.01% 1294
2025
Q2 		$247K Sell
6,315
-1,069
-14% -$38.7K ﹤0.01% 1221
2025
Q1 		$258K Sell
7,384
-563
-7% -$19.6K ﹤0.01% 1157
2024
Q4 		$265K Buy
7,947
+748
+10% +$26.4K ﹤0.01% 1202
2024
Q3 		$262K Sell
7,199
-102
-1% -$3.48K ﹤0.01% 1218
2024
Q2 		$245K Sell
7,301
-355
-5% -$11.7K ﹤0.01% 1173
2024
Q1 		$247K Buy
7,656
+929
+14% +$29.3K ﹤0.01% 1186
2023
Q4 		$216K Sell
6,727
-13,113
-66% -$404K ﹤0.01% 1238
2023
Q3 		$601K Sell
19,840
-1,319
-6% -$41.8K 0.01% 757
2023
Q2 		$669K Sell
21,159
-972
-4% -$30.5K 0.02% 666
2023
Q1 		$697K Sell
22,131
-447
-2% -$14.2K 0.02% 579
2022
Q4 		$679K Sell
22,578
-1,626
-7% -$47.6K 0.02% 622
2022
Q3 		$670K Buy
24,204
+2,070
+9% +$64.6K 0.02% 597
2022
Q2 		$715K Sell
22,134
-505
-2% -$17.1K 0.02% 603
2022
Q1 		$832K Buy
22,639
+13,163
+139% +$505K 0.02% 623
2021
Q4 		$377K Buy
+9,476
New +$391K 0.01% 920

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Stratos Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q1 2026, buying an estimated $36.3K and bringing the position to 7,189 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Stratos Wealth Partners first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $832K in Q1 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Stratos Wealth Partners held 7,189 shares of iShares ESG Aware MSCI EM ETF worth $327K as of Q1 2026.
  • Stratos Wealth Partners bought 768 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $36.3K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1270 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Stratos Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $832K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.