TME Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

TME Financial’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 Q3	$487K	Sell	8,984 -16	-0.2%	-$852	0.3%	45
2026 Q2	$492K	Sell	9,000 -411	-4%	-$21.5K	0.3%	44
2026 Q1	$428K	Sell	9,411 -107	-1%	-$5.06K	0.3%	47
2025 Q4	$420K	Buy	9,518 +7	+0.1%	+$309	0.3%	49
2025 Q3	$413K	Sell	9,511 -190	-2%	-$7.75K	0.31%	49
2025 Q2	$380K	Buy	9,701 +14	+0.1%	+$507	0.31%	50
2025 Q1	$339K	Sell	9,687 -141	-1%	-$4.91K	0.29%	50
2024 Q4	$358K	Buy	+9,828	New	+$347K	0.33%	49

Other funds holding ESGE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TME Financial's ESGE Position: Q3 2026 in Review

TME Financial reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.18% in Q3 2026, selling an estimated $852 and leaving 8,984 shares worth $487K. The position accounts for 0.3% of the portfolio, ranked #45.

TME Financial first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $492K in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

TME Financial held 8,984 shares of iShares ESG Aware MSCI EM ETF worth $487K as of Q3 2026.
TME Financial sold 16 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $852.
iShares ESG Aware MSCI EM ETF made up 0.3% of TME Financial's portfolio in Q3 2026, its #45 holding.
TME Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares ESG Aware MSCI EM ETF position peaked at $492K in Q2 2026.
451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.