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Warren Street Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Warren Street 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
Q2 		$367K Sell
6,717
-751
-10% -$39.2K 0.08% 94
2026
Q1 		$340K Buy
7,468
+128
+2% +$6.05K 0.09% 87
2025
Q4 		$324K Sell
7,340
-4,027
-35% -$178K 0.09% 77
2025
Q3 		$494K Sell
11,367
-903
-7% -$36.8K 0.15% 67
2025
Q2 		$481K Sell
12,270
-1,185
-9% -$42.9K 0.16% 62
2025
Q1 		$470K Sell
13,455
-14
-0.1% -$488 0.18% 59
2024
Q4 		$450K Buy
13,469
+1,973
+17% +$69.6K 0.18% 60
2024
Q3 		$419K Sell
11,496
-685
-6% -$23.4K 0.17% 67
2024
Q2 		$408K Sell
12,181
-5
-0% -$165 0.2% 60
2024
Q1 		$393K Sell
12,186
-205
-2% -$6.46K 0.19% 63
2023
Q4 		$397K Buy
12,391
+2,187
+21% +$67.5K 0.23% 59
2023
Q3 		$309K Sell
10,204
-87
-0.8% -$2.75K 0.2% 60
2023
Q2 		$326K Buy
10,291
+225
+2% +$7.06K 0.21% 58
2023
Q1 		$317K Buy
10,066
+770
+8% +$24.4K 0.23% 50
2022
Q4 		$280K Buy
9,296
+1,239
+15% +$36.3K 0.22% 53
2022
Q3 		$223K Sell
8,057
-493
-6% -$15.4K 0.22% 47
2022
Q2 		$276K Buy
8,550
+259
+3% +$8.78K 0.27% 43
2022
Q1 		$305K Buy
+8,291
New +$318K 0.27% 42

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Warren Street Wealth Advisors's ESGE Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, selling an estimated $39.2K and leaving 6,717 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #94.

Warren Street Wealth Advisors first reported a position in ESGE in Q1 2022 and has held it in 18 quarters since. The position peaked at $494K in Q3 2025. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Warren Street Wealth Advisors held 6,717 shares of iShares ESG Aware MSCI EM ETF worth $367K as of Q2 2026.
  • Warren Street Wealth Advisors sold 751 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $39.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Warren Street Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $494K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.