Center for Financial Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Center for Financial Planning’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	$10.9K	Hold	199	–	–	﹤0.01%	491
2026 Q1	$9.05K	Hold	199	–	–	﹤0.01%	506
2025 Q4	$8.79K	Hold	199	–	–	﹤0.01%	507
2025 Q3	$8.64K	Sell	199 -225	-53%	-$9.18K	﹤0.01%	506
2025 Q2	$16.6K	Hold	424	–	–	﹤0.01%	409
2025 Q1	$14.8K	Hold	424	–	–	﹤0.01%	428
2024 Q4	$14.2K	Hold	424	–	–	﹤0.01%	382
2024 Q3	$15.4K	Hold	424	–	–	﹤0.01%	357
2024 Q2	$14.2K	Hold	424	–	–	﹤0.01%	352
2024 Q1	$13.7K	Hold	424	–	–	﹤0.01%	368
2023 Q4	$13.6K	Hold	424	–	–	﹤0.01%	331
2023 Q3	$12.8K	Hold	424	–	–	﹤0.01%	331
2023 Q2	$13.4K	Hold	424	–	–	﹤0.01%	354
2023 Q1	$13.3K	Hold	424	–	–	﹤0.01%	326
2022 Q4	$12.8K	Hold	424	–	–	﹤0.01%	329
2022 Q3	$12K	Hold	424	–	–	﹤0.01%	336
2022 Q2	$14K	Hold	424	–	–	﹤0.01%	328
2022 Q1	$16K	Hold	424	–	–	﹤0.01%	327
2021 Q4	$17K	Hold	424	–	–	﹤0.01%	322
2021 Q3	$18K	Hold	424	–	–	﹤0.01%	309
2021 Q2	$19K	Hold	424	–	–	﹤0.01%	308
2021 Q1	$18K	Buy	+424	New	+$18.9K	﹤0.01%	317

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Center for Financial Planning's ESGE Position: Q2 2026 in Review

Center for Financial Planning held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 199 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Center for Financial Planning first reported a position in ESGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $19K in Q2 2021. 204 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Center for Financial Planning held 199 shares of iShares ESG Aware MSCI EM ETF worth $10.9K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #491 holding.
Center for Financial Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's iShares ESG Aware MSCI EM ETF position peaked at $19K in Q2 2021.
204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.