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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Aspiriant LLC's ESGE Position: Q1 2026 in Review

Aspiriant LLC held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 9,300 shares worth $423K. 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 8 quarters since. The position peaked at $2.16M in Q3 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Aspiriant LLC held 9,300 shares of iShares ESG Aware MSCI EM ETF worth $423K as of Q1 2026.
Aspiriant LLC left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 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 8 quarters since.
Aspiriant LLC's iShares ESG Aware MSCI EM ETF position peaked at $2.16M in Q3 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.