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

Yukon 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
Q1 		$675K Hold
14,839
– – 0.4% 42
2025
Q4 		$700K Sell
14,839
-584
-4% -$25.7K 0.4% 43
2025
Q3 		$670K Sell
15,423
-1
-0% -$41 0.22% 63
2025
Q2 		$604K Sell
15,424
-172
-1% -$6.23K 0.22% 70
2025
Q1 		$545K Buy
+15,596
New +$543K 0.23% 68

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Yukon Wealth Management's ESGE Position: Q1 2026 in Review

Yukon Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 14,839 shares worth $675K. The position accounts for 0.4% of the portfolio, ranked #42.

Yukon Wealth Management first reported a position in ESGE in Q1 2025 and has held it in 5 quarters since. The position peaked at $700K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Yukon Wealth Management held 14,839 shares of iShares ESG Aware MSCI EM ETF worth $675K as of Q1 2026.
  • Yukon Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.4% of Yukon Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Yukon Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $700K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.