Aspiriant LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Aspiriant 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 Q2	$509K	Hold	9,300	–	–	0.01%	243
2026 Q1	$423K	Hold	9,300	–	–	0.01%	241
2025 Q4	$411K	Buy	+9,300	New	+$410K	0.01%	239
2023 Q3	–	Sell	-8,541	Closed	-$270K	–	288
2023 Q2	$270K	Hold	8,541	–	–	0.01%	238
2023 Q1	$269K	Sell	8,541 -28,526	-77%	-$904K	0.01%	230
2022 Q4	$1.11M	Sell	37,067 -41,089	-53%	-$1.2M	0.06%	122
2022 Q3	$2.16M	Buy	78,156 +20,625	+36%	+$643K	0.11%	79
2022 Q2	$1.86M	Buy	+57,531	New	+$1.95M	0.09%	85
2022 Q1	–	Sell	-24,813	Closed	-$987K	–	283
2021 Q4	$987K	Buy	+24,813	New	+$1.02M	0.05%	135

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

Aspiriant LLC's ESGE Position: Q2 2026 in Review

Aspiriant LLC held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 9,300 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #243.

Aspiriant LLC first reported a position in ESGE in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.16M in Q3 2022. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Aspiriant LLC held 9,300 shares of iShares ESG Aware MSCI EM ETF worth $509K as of Q2 2026.
Aspiriant LLC left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #243 holding.
Aspiriant LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 9 quarters since.
Aspiriant LLC's iShares ESG Aware MSCI EM ETF position peaked at $2.16M in Q3 2022.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.