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BOLTON SECURITIES CORPORATION’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$21.4K Buy
+470
New +$22.2K ﹤0.01% 1438
2025
Q3 		$20.4K Buy
+470
New +$19.2K ﹤0.01% 1373
2025
Q1 		$16.4K Buy
+470
New +$16.4K ﹤0.01% 1325

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ESGE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026: 470 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ESGE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ESGE in Q1 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 470 shares of iShares ESG Aware MSCI EM ETF worth $21.4K as of Q1 2026.
  • iShares ESG Aware MSCI EM ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1438 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.