Verus Capital Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Verus Capital 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	$217K	Buy	+4,779	New	+$226K	0.01%	421
2025 Q4	–	Sell	-5,447	Closed	-$237K	–	461
2025 Q3	$237K	Buy	5,447 +9	+0.2%	+$367	0.02%	367
2025 Q2	$213K	Buy	+5,438	New	+$197K	0.02%	343
2024 Q4	–	Sell	-7,597	Closed	-$277K	–	376
2024 Q3	$277K	Buy	7,597 +24	+0.3%	+$820	0.03%	280
2024 Q2	$254K	Sell	7,573 -4,367	-37%	-$144K	0.03%	284
2024 Q1	$385K	Sell	11,940 -2,804	-19%	-$88.3K	0.04%	233
2023 Q4	$473K	Sell	14,744 -2,002	-12%	-$61.8K	0.06%	178
2023 Q3	$507K	Buy	16,746 +2,715	+19%	+$86K	0.07%	156
2023 Q2	$444K	Sell	14,031 -627	-4%	-$19.7K	0.06%	177
2023 Q1	$461K	Buy	14,658 +2,098	+17%	+$66.5K	0.07%	163
2022 Q4	$378K	Sell	12,560 -1,081	-8%	-$31.7K	0.07%	179
2022 Q3	$377K	Buy	13,641 +296	+2%	+$9.23K	0.07%	181
2022 Q2	$431K	Sell	13,345 -6,050	-31%	-$205K	0.08%	170
2022 Q1	$712K	Buy	+19,395	New	+$745K	0.11%	131
2020 Q1	$2K	Buy	82 +32	+64%	+$1.06K	﹤0.01%	1331
2019 Q4	$2K	Buy	+50	New	+$1.71K	﹤0.01%	1412

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

Verus Capital Partners's ESGE Position: Q1 2026 in Review

Verus Capital Partners opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 4,779 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Verus Capital Partners previously reported a position in ESGE as recently as Q3 2025.

Verus Capital Partners first reported a position in ESGE in Q4 2019 and has held it in 16 quarters since. The position peaked at $712K in Q1 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Verus Capital Partners held 4,779 shares of iShares ESG Aware MSCI EM ETF worth $217K as of Q1 2026.
iShares ESG Aware MSCI EM ETF was a new Verus Capital Partners position in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2026, its #421 holding.
Verus Capital Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 16 quarters since.
Verus Capital Partners's iShares ESG Aware MSCI EM ETF position peaked at $712K in Q1 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.