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 Q3	$513K	Buy	9,476 +176	+2%	+$9.37K	0.01%	241
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC's ESGE Position: Q3 2026 in Review

Aspiriant LLC increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.9% in Q3 2026, buying an estimated $9.37K and bringing the position to 9,476 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #241.

Aspiriant LLC first reported a position in ESGE in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2022. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Aspiriant LLC held 9,476 shares of iShares ESG Aware MSCI EM ETF worth $513K as of Q3 2026.
Aspiriant LLC bought 176 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $9.37K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #241 holding.
Aspiriant LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 10 quarters since.
Aspiriant LLC's iShares ESG Aware MSCI EM ETF position peaked at $2.16M in Q3 2022.
189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.