TFP
ESGE icon

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

TrueWealth Financial Partners’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 		– Sell
-44,341
Closed -$1.96M – 79
2025
Q4 		$1.96M Buy
+44,341
New +$1.95M 1.62% 22

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TrueWealth Financial Partners's ESGE Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 44,341 shares — an estimated $1.96M sold.

TrueWealth Financial Partners first reported a position in ESGE in Q4 2025 and held it in 1 quarter. The position peaked at $1.96M in Q4 2025. 605 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 44,341 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.96M.
  • TrueWealth Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares ESG Aware MSCI EM ETF position peaked at $1.96M in Q4 2025.
  • 605 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.