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

Wealth Architects’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 		$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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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.