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Sweeney & Michel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sweeney & Michel’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 		$225K Hold
4,600
– – 0.07% 137
2025
Q4 		$228K Buy
+4,600
New +$203K 0.07% 137

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

Sweeney & Michel's ESGE Position: Q1 2026 in Review

Sweeney & Michel held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 4,600 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #137.

Sweeney & Michel first reported a position in ESGE in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Sweeney & Michel held 4,600 shares of iShares ESG Aware MSCI EM ETF worth $225K as of Q1 2026.
  • Sweeney & Michel left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Sweeney & Michel's portfolio in Q1 2026, its #137 holding.
  • Sweeney & Michel first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 2 quarters since.
  • Sweeney & Michel's iShares ESG Aware MSCI EM ETF position peaked at $228K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.