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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Wealth Group's ESGE Position: Q2 2026 in Review

West Wealth Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 9.2% in Q2 2026, buying an estimated $25.3K and bringing the position to 5,718 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #114.

West Wealth Group first reported a position in ESGE in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.12M in Q2 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

West Wealth Group held 5,718 shares of iShares ESG Aware MSCI EM ETF worth $313K as of Q2 2026.
West Wealth Group bought 484 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $25.3K.
iShares ESG Aware MSCI EM ETF made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #114 holding.
West Wealth Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 11 quarters since.
West Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $3.12M in Q2 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.