West Wealth Group
ESGE icon

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

West Wealth Group’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
Q3 		$290K Sell
5,358
-360
-6% -$19.2K 0.05% 118
2026
Q2 		$313K Buy
5,718
+484
+9% +$25.3K 0.05% 114
2026
Q1 		$238K Buy
5,234
+27
+0.5% +$1.28K 0.05% 118
2025
Q4 		$230K Buy
5,207
+86
+2% +$3.79K 0.05% 117
2025
Q3 		$224K Hold
5,121
– – 0.05% 116
2025
Q2 		$205K Buy
+5,121
New +$185K 0.05% 107
2025
Q1 		– Sell
-6,137
Closed -$205K – 99
2024
Q4 		$205K Buy
+6,137
New +$217K 0.06% 90
2023
Q2 		– Sell
-8,229
Closed -$259K – 76
2023
Q1 		$259K Sell
8,229
-386
-4% -$12.2K 0.12% 52
2022
Q4 		$259K Sell
8,615
-94,316
-92% -$2.76M 0.13% 55
2022
Q3 		$2.85M Buy
102,931
+6,370
+7% +$199K 1.44% 14
2022
Q2 		$3.12M Buy
96,561
+90,584
+1,516% +$3.07M 1.45% 14
2022
Q1 		$219K Buy
+5,977
New +$230K 0.09% 57

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

West Wealth Group's ESGE Position: Q3 2026 in Review

West Wealth Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.3% in Q3 2026, selling an estimated $19.2K and leaving 5,358 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #118.

West Wealth Group first reported a position in ESGE in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.12M in Q2 2022. 214 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • West Wealth Group held 5,358 shares of iShares ESG Aware MSCI EM ETF worth $290K as of Q3 2026.
  • West Wealth Group sold 360 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $19.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of West Wealth Group's portfolio in Q3 2026, its #118 holding.
  • West Wealth Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 12 quarters since.
  • West Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $3.12M in Q2 2022.
  • 214 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.