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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WT Wealth Management's ESGE Position: Q2 2026 in Review

WT Wealth Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.9% in Q2 2026, selling an estimated $6.43K and leaving 6,248 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #104.

WT Wealth Management first reported a position in ESGE in Q4 2021 and has held it in 15 quarters since. The position peaked at $402K in Q2 2025. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

WT Wealth Management held 6,248 shares of iShares ESG Aware MSCI EM ETF worth $342K as of Q2 2026.
WT Wealth Management sold 123 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $6.43K.
iShares ESG Aware MSCI EM ETF made up 0.09% of WT Wealth Management's portfolio in Q2 2026, its #104 holding.
WT Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 15 quarters since.
WT Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $402K in Q2 2025.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.