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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
Q2 		$338K Sell
6,187
-8
-0.1% -$418 0.17% 62
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capasso Planning Partners's ESGE Position: Q2 2026 in Review

Capasso Planning Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.13% in Q2 2026, selling an estimated $418 and leaving 6,187 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #62.

Capasso Planning Partners first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $353K in Q4 2023. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Capasso Planning Partners held 6,187 shares of iShares ESG Aware MSCI EM ETF worth $338K as of Q2 2026.
  • Capasso Planning Partners sold 8 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $418.
  • iShares ESG Aware MSCI EM ETF made up 0.17% of Capasso Planning Partners's portfolio in Q2 2026, its #62 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares ESG Aware MSCI EM ETF position peaked at $353K in Q4 2023.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.