Western Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Western Wealth Management’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	$1.18M	Buy	21,868 +1,482	+7%	+$78.9K	0.04%	424
2026 Q2	$1.11M	Buy	20,386 +1,020	+5%	+$53.3K	0.04%	447
2026 Q1	$881K	Buy	19,366 +2,497	+15%	+$118K	0.03%	486
2025 Q4	$745K	Buy	+16,869	New	+$744K	0.03%	418
2022 Q3	–	Sell	-9,332	Closed	-$300K	–	819
2022 Q2	$300K	Sell	9,332 -9,550	-51%	-$324K	0.02%	613
2022 Q1	$693K	Buy	18,882 +3,064	+19%	+$118K	0.03%	429
2021 Q4	$628K	Buy	+15,818	New	+$652K	0.06%	284
2021 Q2	$752K	Buy	+16,605	New	+$735K	0.08%	266
2020 Q4	–	Sell	-13,805	Closed	-$492K	–	476
2020 Q3	$492K	Buy	13,805 +1,777	+15%	+$63K	0.08%	239
2020 Q2	$386K	Buy	+12,028	New	+$361K	0.07%	268

Other funds holding ESGE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Western Wealth Management's ESGE Position: Q3 2026 in Review

Western Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.3% in Q3 2026, buying an estimated $78.9K and bringing the position to 21,868 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #424.

Western Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Western Wealth Management held 21,868 shares of iShares ESG Aware MSCI EM ETF worth $1.18M as of Q3 2026.
Western Wealth Management bought 1,482 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $78.9K.
iShares ESG Aware MSCI EM ETF made up 0.04% of Western Wealth Management's portfolio in Q3 2026, its #424 holding.
Western Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.