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Sunbelt Securities’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sunbelt Securities’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 		$1.14K Hold
25
– – ﹤0.01% 2059
2025
Q4 		$1.1K Buy
25
+12
+92% +$529 ﹤0.01% 2031
2025
Q3 		$564 Sell
13
-512
-98% -$20.9K ﹤0.01% 2197
2025
Q2 		$17.5K Buy
+525
New +$19K ﹤0.01% 1196
2025
Q1 		– Sell
-525
Closed -$17.6K – 1828
2024
Q4 		$17.6K Sell
525
-40
-7% -$1.41K ﹤0.01% 1193
2024
Q3 		$20.6K Sell
565
-934
-62% -$31.9K ﹤0.01% 1162
2024
Q2 		$50.3K Sell
1,499
-360
-19% -$11.9K 0.01% 900
2024
Q1 		$59.9K Hold
1,859
– – 0.01% 835
2023
Q4 		$59.6K Buy
1,859
+2
+0.1% +$62 0.01% 773
2023
Q3 		$56.2K Sell
1,857
-53
-3% -$1.68K 0.01% 776
2023
Q2 		$60.4K Hold
1,910
– – 0.01% 747
2023
Q1 		$60.2K Buy
+1,910
New +$60.5K 0.01% 703
2021
Q4 		– Sell
-10,015
Closed -$440K – 475
2021
Q3 		$440K Hold
10,015
– – 0.08% 278
2021
Q2 		$440K Buy
10,015
+2,262
+29% +$100K 0.08% 278
2021
Q1 		$336K Buy
+7,753
New +$345K 0.07% 314

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

Sunbelt Securities's ESGE Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 25 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Sunbelt Securities first reported a position in ESGE in Q1 2021 and has held it in 15 quarters since. The position peaked at $440K in Q3 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Sunbelt Securities held 25 shares of iShares ESG Aware MSCI EM ETF worth $1.14K as of Q1 2026.
  • Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #2059 holding.
  • Sunbelt Securities first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 15 quarters since.
  • Sunbelt Securities's iShares ESG Aware MSCI EM ETF position peaked at $440K in Q3 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.