WestHill Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WestHill Financial Advisors’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	$355K	Buy	+6,559	New	+$349K	0.06%	68

Other funds holding ESGE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

WestHill Financial Advisors's ESGE Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2026: 6,559 shares worth $355K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings.

79 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

WestHill Financial Advisors held 6,559 shares of iShares ESG Aware MSCI EM ETF worth $355K as of Q3 2026.
iShares ESG Aware MSCI EM ETF was a new WestHill Financial Advisors position in Q3 2026.
iShares ESG Aware MSCI EM ETF made up 0.06% of WestHill Financial Advisors's portfolio in Q3 2026, its #68 holding.
79 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.