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

WealthShield 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
Q1 		$1.12M Buy
24,601
+1,564
+7% +$73.9K 0.12% 172
2025
Q4 		$1.02M Buy
23,037
+476
+2% +$21K 0.11% 179
2025
Q3 		$980K Sell
22,561
-2,358
-9% -$96.2K 0.11% 178
2025
Q2 		$976K Sell
24,919
-11,468
-32% -$415K 0.12% 172
2025
Q1 		$1.27M Sell
36,387
-702
-2% -$24.4K 0.16% 141
2024
Q4 		$1.24M Sell
37,089
-8,910
-19% -$314K 0.18% 129
2024
Q3 		$1.67M Sell
45,999
-756
-2% -$25.8K 0.23% 111
2024
Q2 		$1.57M Buy
46,755
+902
+2% +$29.7K 0.24% 112
2024
Q1 		$1.48M Buy
45,853
+2,093
+5% +$65.9K 0.24% 117
2023
Q4 		$1.4M Sell
43,760
-24,155
-36% -$745K 0.23% 117
2023
Q3 		$2.06M Buy
67,915
+5,184
+8% +$164K 0.31% 90
2023
Q2 		$1.98M Buy
62,731
+18,404
+42% +$577K 0.3% 86
2023
Q1 		$1.4M Buy
44,327
+17,924
+68% +$568K 0.22% 117
2022
Q4 		$794K Sell
26,403
-34,476
-57% -$1.01M 0.15% 161
2022
Q3 		$1.69M Sell
60,879
-2,922
-5% -$91.1K 0.33% 82
2022
Q2 		$2.06M Sell
63,801
-36,954
-37% -$1.25M 0.41% 63
2022
Q1 		$3.7M Buy
100,755
+11,112
+12% +$427K 0.59% 39
2021
Q4 		$3.56M Buy
89,643
+2,714
+3% +$112K 0.59% 47
2021
Q3 		$3.6M Sell
86,929
-125,457
-59% -$5.36M 0.96% 30
2021
Q2 		$9.59M Buy
212,386
+7,606
+4% +$337K 1.5% 18
2021
Q1 		$8.87M Sell
204,780
-8,684
-4% -$386K 1.59% 14
2020
Q4 		$8.96M Buy
213,464
+117,959
+124% +$4.6M 1.65% 12
2020
Q3 		$3.4M Buy
95,505
+11,839
+14% +$419K 1.19% 21
2020
Q2 		$2.68M Buy
83,666
+31,099
+59% +$934K 1.24% 21
2020
Q1 		$1.44M Buy
+52,567
New +$1.74M 0.88% 27

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

WealthShield Partners's ESGE Position: Q1 2026 in Review

WealthShield Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.8% in Q1 2026, buying an estimated $73.9K and bringing the position to 24,601 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #172.

WealthShield Partners first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.59M in Q2 2021. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • WealthShield Partners held 24,601 shares of iShares ESG Aware MSCI EM ETF worth $1.12M as of Q1 2026.
  • WealthShield Partners bought 1,564 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $73.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #172 holding.
  • WealthShield Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • WealthShield Partners's iShares ESG Aware MSCI EM ETF position peaked at $9.59M in Q2 2021.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.