W Advisors LLC
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
Q3 		$304K Sell
5,616
-23
-0.4% -$1.22K 0.13% 121
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

W Advisors LLC's ESGE Position: Q3 2026 in Review

W Advisors LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.41% in Q3 2026, selling an estimated $1.22K and leaving 5,616 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #121.

W Advisors LLC first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $647K in Q1 2023. 383 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • W Advisors LLC held 5,616 shares of iShares ESG Aware MSCI EM ETF worth $304K as of Q3 2026.
  • W Advisors LLC sold 23 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $1.22K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of W Advisors LLC's portfolio in Q3 2026, its #121 holding.
  • W Advisors LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares ESG Aware MSCI EM ETF position peaked at $647K in Q1 2023.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.