Wealth Architects’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.54M Sell
33,899
-103
-0.3% -$4.87K 0.14% 74
2025
Q4
$1.5M Sell
34,002
-174
-0.5% -$7.67K 0.14% 78
2025
Q3
$1.48M Sell
34,176
-600
-2% -$24.5K 0.14% 75
2025
Q2
$1.36M Sell
34,776
-177
-0.5% -$6.41K 0.14% 77
2025
Q1
$1.22M Buy
34,953
+360
+1% +$12.5K 0.13% 78
2024
Q4
$1.16M Sell
34,593
-1,429
-4% -$50.4K 0.13% 75
2024
Q3
$1.31M Hold
36,022
0.15% 69
2024
Q2
$1.21M Buy
36,022
+2,338
+7% +$77K 0.15% 69
2024
Q1
$1.09M Buy
33,684
+388
+1% +$12.2K 0.14% 72
2023
Q4
$1.07M Sell
33,296
-174
-0.5% -$5.37K 0.15% 69
2023
Q3
$1.01M Sell
33,470
-58
-0.2% -$1.84K 0.17% 67
2023
Q2
$1.06M Sell
33,528
-458
-1% -$14.4K 0.18% 64
2023
Q1
$1.07M Sell
33,986
-396
-1% -$12.5K 0.19% 61
2022
Q4
$1.03M Buy
34,382
+24,535
+249% +$719K 0.2% 58
2022
Q3
$272K Buy
+9,847
New +$307K 0.06% 133

Other funds holding ESGE

Wealth Architects's ESGE Position: Q1 2026 in Review

Wealth Architects reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.3% in Q1 2026, selling an estimated $4.87K and leaving 33,899 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #74.

Wealth Architects first reported a position in ESGE in Q3 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Wealth Architects held 33,899 shares of iShares ESG Aware MSCI EM ETF worth $1.54M as of Q1 2026.
  • Wealth Architects sold 103 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.87K.
  • iShares ESG Aware MSCI EM ETF made up 0.14% of Wealth Architects's portfolio in Q1 2026, its #74 holding.
  • Wealth Architects first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.