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 Q1	$881K	Buy	19,366 +2,497	+15%	+$118K	0.03%	485
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

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

Western Wealth Management's ESGE Position: Q1 2026 in Review

Western Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 15% in Q1 2026, buying an estimated $118K and bringing the position to 19,366 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #485.

Western Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Western Wealth Management held 19,366 shares of iShares ESG Aware MSCI EM ETF worth $881K as of Q1 2026.
Western Wealth Management bought 2,497 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $118K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #485 holding.
Western Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 8 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.