Wealth Enhancement Advisory Services
ESGE icon

Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.89M Buy
91,220
+20,618
+29% +$1.08M 0.01% 1014
2026
Q1 		$3.2M Buy
70,602
+41,823
+145% +$1.98M 0.01% 1138
2025
Q4 		$1.33M Buy
28,779
+7,360
+34% +$324K ﹤0.01% 1779
2025
Q3 		$940K Sell
21,419
-200
-0.9% -$8.16K ﹤0.01% 1909
2025
Q2 		$856K Buy
21,619
+2,134
+11% +$77.3K ﹤0.01% 1848
2025
Q1 		$681K Sell
19,485
-379
-2% -$13.2K ﹤0.01% 1839
2024
Q4 		$663K Buy
19,864
+2,449
+14% +$86.4K ﹤0.01% 1793
2024
Q3 		$634K Sell
17,415
-976
-5% -$33.3K ﹤0.01% 1659
2024
Q2 		$617K Buy
18,391
+280
+2% +$9.22K ﹤0.01% 1511
2024
Q1 		$584K Sell
18,111
-816
-4% -$25.7K ﹤0.01% 1487
2023
Q4 		$607K Buy
18,927
+4,401
+30% +$136K ﹤0.01% 1399
2023
Q3 		$440K Buy
+14,526
New +$460K ﹤0.01% 1508
2022
Q1 		– Sell
-7,880
Closed -$313K – 313
2021
Q4 		$313K Buy
7,880
+671
+9% +$27.7K ﹤0.01% 271
2021
Q3 		$308K Buy
7,209
+599
+9% +$25.6K ﹤0.01% 264
2021
Q2 		$292K Buy
6,610
+745
+13% +$33K ﹤0.01% 255
2021
Q1 		$259K Buy
+5,865
New +$261K ﹤0.01% 251

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESGE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 29% in Q2 2026, buying an estimated $1.08M and bringing the position to 91,220 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #1014.

Wealth Enhancement Advisory Services first reported a position in ESGE in Q1 2021 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 91,220 shares of iShares ESG Aware MSCI EM ETF worth $4.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 20,618 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.08M.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1014 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 16 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.