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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

West Wealth Group's ESGE Position: Q1 2026 in Review

West Wealth Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.52% in Q1 2026, buying an estimated $1.28K and bringing the position to 5,234 shares worth $238K. 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 10 quarters since. The position peaked at $3.12M in Q2 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

West Wealth Group held 5,234 shares of iShares ESG Aware MSCI EM ETF worth $238K as of Q1 2026.
West Wealth Group bought 27 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $1.28K.
iShares ESG Aware MSCI EM ETF made up 0.05% of West Wealth Group's portfolio in Q1 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 10 quarters since.
West Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $3.12M in Q2 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.