Williams & Novak
ESGE icon

Williams & Novak’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Williams & Novak’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 		$449K Buy
8,296
+450
+6% +$24K 0.27% 77
2026
Q2 		$429K Hold
7,846
– – 0.28% 78
2026
Q1 		$359K Sell
7,846
-26
-0.3% -$1.23K 0.27% 78
2025
Q4 		$348K Sell
7,872
-475
-6% -$20.9K 0.26% 82
2025
Q3 		$362K Sell
8,347
-750
-8% -$30.6K 0.28% 80
2025
Q2 		$356K Sell
9,097
-1,400
-13% -$50.7K 0.3% 80
2025
Q1 		$368K Sell
10,497
-1
-0% -$35 0.36% 69
2024
Q4 		$351K Buy
10,498
+234
+2% +$8.26K 0.34% 71
2024
Q3 		$374K Sell
10,264
-100
-1% -$3.42K 0.35% 75
2024
Q2 		$348K Buy
10,364
+520
+5% +$17.1K 0.32% 70
2024
Q1 		$316K Hold
9,844
– – 0.36% 59
2023
Q4 		$316K Buy
+9,844
New +$304K 0.36% 59

Other funds holding ESGE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Williams & Novak's ESGE Position: Q3 2026 in Review

Williams & Novak increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.7% in Q3 2026, buying an estimated $24K and bringing the position to 8,296 shares worth $449K. The position accounts for 0.27% of the portfolio, ranked #77.

Williams & Novak first reported a position in ESGE in Q4 2023 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Williams & Novak held 8,296 shares of iShares ESG Aware MSCI EM ETF worth $449K as of Q3 2026.
  • Williams & Novak bought 450 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $24K.
  • iShares ESG Aware MSCI EM ETF made up 0.27% of Williams & Novak's portfolio in Q3 2026, its #77 holding.
  • Williams & Novak first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 12 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.