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Twin Peaks Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Twin Peaks Wealth Advisors’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 		$79.7K Buy
+1,754
New +$82.9K 0.02% 328
2025
Q3 		– Sell
-1,682
Closed -$68.2K – 765
2025
Q2 		$68.2K Buy
+1,682
New +$60.9K 0.02% 290

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

Twin Peaks Wealth Advisors's ESGE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 1,754 shares worth $79.7K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ESGE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ESGE in Q2 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,754 shares of iShares ESG Aware MSCI EM ETF worth $79.7K as of Q1 2026.
  • iShares ESG Aware MSCI EM ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #328 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.