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WealthGarden F.S.’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WealthGarden F.S.’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 		$289K Sell
5,278
-1,075
-17% -$56.2K 0.16% 143
2026
Q1 		$289K Sell
6,353
-724
-10% -$34.2K 0.2% 131
2025
Q4 		$337K Buy
7,077
+892
+14% +$39.3K 0.22% 112
2025
Q3 		$275K Buy
6,185
+420
+7% +$17.1K 0.2% 126
2025
Q2 		$227K Sell
5,765
-89
-2% -$3.22K 0.19% 127
2025
Q1 		$205K Buy
+5,854
New +$204K 0.2% 122

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

WealthGarden F.S.'s ESGE Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, selling an estimated $56.2K and leaving 5,278 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #143.

WealthGarden F.S. first reported a position in ESGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $337K in Q4 2025. 304 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • WealthGarden F.S. held 5,278 shares of iShares ESG Aware MSCI EM ETF worth $289K as of Q2 2026.
  • WealthGarden F.S. sold 1,075 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $56.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.16% of WealthGarden F.S.'s portfolio in Q2 2026, its #143 holding.
  • WealthGarden F.S. first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
  • WealthGarden F.S.'s iShares ESG Aware MSCI EM ETF position peaked at $337K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.