WAL
ESGE icon

W Advisors LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

W Advisors LLC’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
Q2 		$308K Hold
5,639
– – 0.14% 119
2026
Q1 		$256K Hold
5,639
– – 0.13% 118
2025
Q4 		$249K Sell
5,639
-196
-3% -$8.64K 0.13% 117
2025
Q3 		$253K Hold
5,835
– – 0.13% 117
2025
Q2 		$229K Sell
5,835
-349
-6% -$12.6K 0.13% 115
2025
Q1 		$216K Hold
6,184
– – 0.14% 111
2024
Q4 		$206K Sell
6,184
-15
-0.2% -$529 0.13% 113
2024
Q3 		$226K Sell
6,199
-38
-0.6% -$1.3K 0.14% 107
2024
Q2 		$209K Sell
6,237
-218
-3% -$7.18K 0.14% 108
2024
Q1 		$208K Sell
6,455
-13,448
-68% -$424K 0.14% 104
2023
Q4 		$638K Sell
19,903
-802
-4% -$24.7K 0.47% 53
2023
Q3 		$627K Buy
20,705
+546
+3% +$17.3K 0.52% 49
2023
Q2 		$638K Sell
20,159
-380
-2% -$11.9K 0.5% 48
2023
Q1 		$647K Buy
20,539
+1,926
+10% +$61K 0.53% 47
2022
Q4 		$560K Buy
18,613
+956
+5% +$28K 0.47% 52
2022
Q3 		$488K Buy
+17,657
New +$551K 0.45% 57
2022
Q2 		– Sell
-17,501
Closed -$643K – 107
2022
Q1 		$643K Buy
17,501
+2,951
+20% +$113K 0.49% 53
2021
Q4 		$578K Buy
+14,550
New +$600K 0.43% 58

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

W Advisors LLC's ESGE Position: Q2 2026 in Review

W Advisors LLC held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 5,639 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #119.

W Advisors LLC first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $647K in Q1 2023. 297 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • W Advisors LLC held 5,639 shares of iShares ESG Aware MSCI EM ETF worth $308K as of Q2 2026.
  • W Advisors LLC left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.14% of W Advisors LLC's portfolio in Q2 2026, its #119 holding.
  • W Advisors LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's iShares ESG Aware MSCI EM ETF position peaked at $647K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.