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Capasso Planning Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capasso Planning Partners’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 		$282K Buy
6,195
+53
+0.9% +$2.51K 0.15% 65
2025
Q4 		$271K Sell
6,142
-786
-11% -$34.7K 0.15% 66
2025
Q3 		$301K Sell
6,928
-1,604
-19% -$65.4K 0.18% 60
2025
Q2 		$334K Buy
8,532
+403
+5% +$14.6K 0.19% 62
2025
Q1 		$284K Buy
8,129
+98
+1% +$3.41K 0.12% 89
2024
Q4 		$268K Buy
8,031
+147
+2% +$5.19K 0.11% 91
2024
Q3 		$287K Sell
7,884
-451
-5% -$15.4K 0.08% 123
2024
Q2 		$279K Buy
8,335
+36
+0.4% +$1.19K 0.09% 117
2024
Q1 		$267K Sell
8,299
-2,725
-25% -$85.9K 0.11% 92
2023
Q4 		$353K Buy
11,024
+1,516
+16% +$46.8K 0.16% 76
2023
Q3 		$288K Sell
9,508
-539
-5% -$17.1K 0.15% 75
2023
Q2 		$318K Buy
10,047
+1,731
+21% +$54.3K 0.17% 74
2023
Q1 		$262K Buy
8,316
+30
+0.4% +$951 0.15% 79
2022
Q4 		$249K Buy
8,286
+176
+2% +$5.16K 0.16% 81
2022
Q3 		$224K Buy
8,110
+319
+4% +$9.95K 0.16% 79
2022
Q2 		$252K Buy
7,791
+387
+5% +$13.1K 0.18% 69
2022
Q1 		$272K Buy
7,404
+661
+10% +$25.4K 0.19% 71
2021
Q4 		$268K Buy
+6,743
New +$278K 0.2% 67

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Capasso Planning Partners's ESGE Position: Q1 2026 in Review

Capasso Planning Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.86% in Q1 2026, buying an estimated $2.51K and bringing the position to 6,195 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #65.

Capasso Planning Partners first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $353K in Q4 2023. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Capasso Planning Partners held 6,195 shares of iShares ESG Aware MSCI EM ETF worth $282K as of Q1 2026.
  • Capasso Planning Partners bought 53 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $2.51K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of Capasso Planning Partners's portfolio in Q1 2026, its #65 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's iShares ESG Aware MSCI EM ETF position peaked at $353K in Q4 2023.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.