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TD Private Client Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TD Private Client Wealth’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 		$192K Sell
4,221
-2,924
-41% -$138K ﹤0.01% 655
2025
Q4 		$316K Sell
7,145
-280
-4% -$12.3K 0.01% 566
2025
Q3 		$322K Sell
7,425
-618
-8% -$25.2K 0.01% 570
2025
Q2 		$315K Sell
8,043
-2,237
-22% -$81K 0.01% 550
2025
Q1 		$359K Sell
10,280
-25
-0.2% -$871 0.01% 498
2024
Q4 		$344K Buy
10,305
+231
+2% +$8.15K 0.01% 509
2024
Q3 		$367K Buy
10,074
+36
+0.4% +$1.23K 0.01% 494
2024
Q2 		$337K Sell
10,038
-115
-1% -$3.79K 0.01% 492
2024
Q1 		$327K Buy
10,153
+678
+7% +$21.4K 0.01% 509
2023
Q4 		$304K Sell
9,475
-28
-0.3% -$864 0.01% 494
2023
Q3 		$288K Buy
9,503
+273
+3% +$8.64K 0.01% 486
2023
Q2 		$292K Buy
9,230
+270
+3% +$8.47K 0.01% 502
2023
Q1 		$282K Buy
8,960
+531
+6% +$16.8K 0.01% 501
2022
Q4 		$253K Buy
8,429
+574
+7% +$16.8K 0.01% 516
2022
Q3 		$217K Buy
7,855
+380
+5% +$11.9K 0.01% 521
2022
Q2 		$242K Sell
7,475
-38
-0.5% -$1.29K 0.01% 507
2022
Q1 		$276K Sell
7,513
-348
-4% -$13.4K 0.01% 506
2021
Q4 		$312K Sell
7,861
-2,237
-22% -$92.2K 0.01% 484
2021
Q3 		$418K Buy
10,098
+1,114
+12% +$47.6K 0.02% 426
2021
Q2 		$406K Buy
8,984
+1,746
+24% +$77.3K 0.02% 432
2021
Q1 		$313K Buy
+7,238
New +$322K 0.01% 448

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

TD Private Client Wealth's ESGE Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 41% in Q1 2026, selling an estimated $138K and leaving 4,221 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

TD Private Client Wealth first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $418K in Q3 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • TD Private Client Wealth held 4,221 shares of iShares ESG Aware MSCI EM ETF worth $192K as of Q1 2026.
  • TD Private Client Wealth sold 2,924 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $138K.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #655 holding.
  • TD Private Client Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • TD Private Client Wealth's iShares ESG Aware MSCI EM ETF position peaked at $418K in Q3 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.