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Wealthcare Advisory Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealthcare Advisory Partners’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 		$637K Sell
11,643
-350
-3% -$18.3K 0.01% 640
2026
Q1 		$545K Sell
11,993
-111
-0.9% -$5.25K 0.01% 672
2025
Q4 		$535K Sell
12,104
-3,134
-21% -$138K 0.01% 675
2025
Q3 		$662K Buy
15,238
+551
+4% +$22.5K 0.01% 597
2025
Q2 		$575K Sell
14,687
-799
-5% -$28.9K 0.01% 611
2025
Q1 		$541K Buy
15,486
+2,631
+20% +$91.6K 0.01% 576
2024
Q4 		$429K Sell
12,855
-457
-3% -$16.1K 0.01% 610
2024
Q3 		$485K Buy
13,312
+1,610
+14% +$55K 0.01% 576
2024
Q2 		$392K Buy
11,702
+1,564
+15% +$51.5K 0.01% 592
2024
Q1 		$327K Sell
10,138
-151
-1% -$4.76K 0.01% 640
2023
Q4 		$330K Buy
10,289
+1,657
+19% +$51.1K 0.01% 582
2023
Q3 		$261K Buy
8,632
+2
+0% +$63 0.01% 586
2023
Q2 		$273K Sell
8,630
-4
-0% -$125 0.01% 591
2023
Q1 		$272K Buy
8,634
+1,968
+30% +$62.4K 0.01% 605
2022
Q4 		$200K Buy
+6,666
New +$195K 0.01% 658
2020
Q2 		– Sell
-47
Closed -$1K – 624
2020
Q1 		$1K Buy
+47
New +$1.55K ﹤0.01% 1384

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Wealthcare Advisory Partners's ESGE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.9% in Q2 2026, selling an estimated $18.3K and leaving 11,643 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #640.

Wealthcare Advisory Partners first reported a position in ESGE in Q1 2020 and has held it in 16 quarters since. The position peaked at $662K in Q3 2025. 154 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Wealthcare Advisory Partners held 11,643 shares of iShares ESG Aware MSCI EM ETF worth $637K as of Q2 2026.
  • Wealthcare Advisory Partners sold 350 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $18.3K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #640 holding.
  • Wealthcare Advisory Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 16 quarters since.
  • Wealthcare Advisory Partners's iShares ESG Aware MSCI EM ETF position peaked at $662K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.