Vermillion & White Wealth Management Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Vermillion & White Wealth Management Group’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	-1,289	Closed	-$56.9K	–	221
2025 Q4	$56.9K	Buy	1,289 +230	+22%	+$10.1K	0.03%	141
2025 Q3	$46K	Hold	1,059	–	–	0.03%	161
2025 Q2	$41.5K	Hold	1,059	–	–	0.03%	155
2025 Q1	$37K	Sell	1,059 -73	-6%	-$2.54K	0.03%	150
2024 Q4	$37.8K	Hold	1,132	–	–	0.03%	155
2024 Q3	$41.2K	Hold	1,132	–	–	0.03%	139
2024 Q2	$38K	Hold	1,132	–	–	0.03%	150
2024 Q1	$36.5K	Sell	1,132 -500	-31%	-$15.8K	0.03%	139
2023 Q4	$52.3K	Buy	+1,632	New	+$50.3K	0.05%	88

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

Vermillion & White Wealth Management Group's ESGE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 1,289 shares — an estimated $56.9K sold.

Vermillion & White Wealth Management Group first reported a position in ESGE in Q4 2023 and held it in 9 quarters. The position peaked at $56.9K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,289 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $56.9K.
Vermillion & White Wealth Management Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares ESG Aware MSCI EM ETF position peaked at $56.9K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.