Tradition Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tradition Wealth Management’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	$201K	Buy	+4,411	New	+$209K	0.01%	479
2025 Q1	–	Sell	-12,242	Closed	-$409K	–	447
2024 Q4	$409K	Buy	12,242 +2,155	+21%	+$76K	0.04%	277
2024 Q3	$367K	Sell	10,087 -7	-0.1%	-$239	0.03%	292
2024 Q2	$338K	Buy	10,094 +2,310	+30%	+$76.1K	0.03%	291
2024 Q1	$251K	Sell	7,784 -14,056	-64%	-$443K	0.03%	332
2023 Q4	$1.87M	Buy	21,840 +1,495	+7%	+$46.1K	0.2%	96
2023 Q3	$1.56M	Sell	20,345 -14,352	-41%	-$454K	0.19%	97
2023 Q2	$3.02M	Sell	34,697 -1,259	-4%	-$39.5K	0.35%	65
2023 Q1	$2.85M	Sell	35,956 -50,992	-59%	-$1.62M	0.35%	64
2022 Q4	$7M	Sell	86,948 -22,851	-21%	-$670K	0.99%	27
2022 Q3	$8.29M	Sell	109,799 -190	-0.2%	-$5.93K	1.25%	22
2022 Q2	$8.82M	Buy	109,989 +51,949	+90%	+$1.76M	1.28%	19
2022 Q1	$2.13M	Buy	58,040 +12,863	+28%	+$494K	0.27%	78
2021 Q4	$1.8M	Sell	45,177 -8,767	-16%	-$361K	0.23%	93
2021 Q3	$2.23M	Sell	53,944 -24,859	-32%	-$1.06M	0.32%	78
2021 Q2	$3.56M	Buy	78,803 +2,270	+3%	+$101K	0.53%	51
2021 Q1	$3.31M	Sell	76,533 -5,005	-6%	-$223K	0.57%	56
2020 Q4	$3.42M	Buy	+81,538	New	+$3.18M	0.66%	45

Other funds holding ESGE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Tradition Wealth Management's ESGE Position: Q1 2026 in Review

Tradition Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 4,411 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in ESGE as recently as Q4 2024.

Tradition Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 18 quarters since. The position peaked at $8.82M in Q2 2022. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Tradition Wealth Management held 4,411 shares of iShares ESG Aware MSCI EM ETF worth $201K as of Q1 2026.
iShares ESG Aware MSCI EM ETF was a new Tradition Wealth Management position in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #479 holding.
Tradition Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 18 quarters since.
Tradition Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $8.82M in Q2 2022.
601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.