MassMutual Private Wealth & Trust, FSB ESGE iShares Inc iShares ESG MSCI EM ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  18 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported iShares Inc iShares ESG MSCI EM ETF (ESGE) in 18 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows ESGE at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in iShares Inc iShares ESG MSCI EM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ESGE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held ESGE — position size vs. price
% of Fund (quarterly)    ESGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 17,310 -610 -3.4% 0.02% $947K 2026-07-02 $52.46
2026 Q1 REDUCED 12.5% +19.4% 17,920 -2,552 -12.5% 0.02% $815K 2026-04-13 $48.48
2025 Q4 REDUCED 20,472 -235 -1.1% 0.02% $904K 2026-01-07 $45.56
2025 Q3 ADDED 20,707 +210 +1.0% 0.02% $899K 2025-10-22 $42.90
2025 Q2 ADDED 20,497 +385 +1.9% 0.02% $803K 2025-07-09 $38.30
2025 Q1 REDUCED 13.0% +13.2% 20,112 -3,005 -13.0% 0.02% $703K 2025-04-01 $33.92
2024 Q4 ADDED 23,117 +17,782 +333.3% 0.02% $772K 2025-01-16 $32.33
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESGE

As of 2026 Q2 — sorted by position size

EASTERN BANK 3Y 7Y 0.28% Noble Wealth Management PBC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and ESGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ESGE?

MassMutual Private Wealth & Trust, FSB reported ESGE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ESGE position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ESGE was 0.02% in 2026 Q2.

What is the latest reported ESGE position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 17,310 shares, equal to 0.02% of portfolio, with an estimated market value of $947K.

What does the chart on this ESGE ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ESGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their ESGE position?

Based on 13F filing dates vs. subsequent ESGE price moves, MassMutual Private Wealth & Trust, FSB correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on ESGE relative to SPY over the holding period was -0.2%.

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