Superior Planning, LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Superior Planning, LLC’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	$82.8K	Buy	+1,528	New	+$81.4K	0.03%	265

Other funds holding ESGE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Superior Planning, LLC's ESGE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2026: 1,528 shares worth $82.8K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings.

491 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Superior Planning, LLC held 1,528 shares of iShares ESG Aware MSCI EM ETF worth $82.8K as of Q3 2026.
iShares ESG Aware MSCI EM ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware MSCI EM ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #265 holding.
491 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.