WT Wealth Management
ESGE icon

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

WT 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 		$356K Buy
6,580
+332
+5% +$17.7K 0.1% 108
2026
Q2 		$342K Sell
6,248
-123
-2% -$6.43K 0.09% 104
2026
Q1 		$290K Sell
6,371
-1,171
-16% -$55.4K 0.09% 108
2025
Q4 		$333K Sell
7,542
-604
-7% -$26.6K 0.1% 103
2025
Q3 		$354K Sell
8,146
-2,118
-21% -$86.4K 0.1% 100
2025
Q2 		$402K Buy
10,264
+1,988
+24% +$72K 0.12% 102
2025
Q1 		$289K Sell
8,276
-1,046
-11% -$36.4K 0.09% 103
2024
Q4 		$311K Buy
9,322
+10
+0.1% +$353 0.1% 108
2024
Q3 		$340K Buy
9,312
+208
+2% +$7.1K 0.11% 96
2024
Q2 		$305K Sell
9,104
-492
-5% -$16.2K 0.1% 95
2024
Q1 		$309K Buy
9,596
+1,914
+25% +$60.3K 0.11% 92
2023
Q4 		$246K Buy
7,682
+16
+0.2% +$494 0.1% 96
2023
Q3 		$232K Buy
+7,666
New +$243K 0.1% 94
2022
Q3 		– Sell
-6,989
Closed -$226K – 92
2022
Q2 		$226K Buy
6,989
+1,173
+20% +$39.8K 0.11% 99
2022
Q1 		$214K Buy
5,816
+192
+3% +$7.37K 0.08% 114
2021
Q4 		$224K Buy
+5,624
New +$232K 0.08% 117

Other funds holding ESGE

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Bailard
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

WT Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.3% in Q3 2026, buying an estimated $17.7K and bringing the position to 6,580 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #108.

WT Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 16 quarters since. The position peaked at $402K in Q2 2025. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • WT Wealth Management held 6,580 shares of iShares ESG Aware MSCI EM ETF worth $356K as of Q3 2026.
  • WT Wealth Management bought 332 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $17.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.1% of WT Wealth Management's portfolio in Q3 2026, its #108 holding.
  • WT Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 16 quarters since.
  • WT Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $402K in Q2 2025.
  • 189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.