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Cornerstone Planning Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cornerstone Planning Group’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 		$351K Sell
6,742
-340
-5% -$17.8K 0.04% 126
2026
Q1 		$370K Buy
7,082
+6,977
+6,645% +$330K 0.05% 116
2025
Q4 		$5.12K Buy
+105
New +$4.63K ﹤0.01% 981
2025
Q3 		– Sell
-38
Closed -$1.52K – 1719
2025
Q2 		$1.52K Sell
38
-325
-90% -$11.8K ﹤0.01% 1010
2025
Q1 		$12.5K Buy
363
+325
+855% +$11.3K ﹤0.01% 510
2024
Q4 		$1.28K Buy
38
+1
+3% +$35 ﹤0.01% 906
2024
Q3 		$1.34K Sell
37
-731
-95% -$25K ﹤0.01% 870
2024
Q2 		$24.6K Sell
768
-84
-10% -$2.77K 0.01% 288
2024
Q1 		$28.4K Sell
852
-102
-11% -$3.21K 0.01% 251
2023
Q4 		$30.6K Sell
954
-1,641
-63% -$50.6K 0.01% 258
2023
Q3 		$78.6K Sell
2,595
-16
-0.6% -$507 0.03% 129
2023
Q2 		$82.6K Buy
+2,611
New +$81.9K 0.03% 158
2022
Q4 		$147K Buy
+4,478
New +$131K 0.06% 123

Other funds holding ESGE

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cornerstone Planning Group's ESGE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.8% in Q2 2026, selling an estimated $17.8K and leaving 6,742 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #126.

Cornerstone Planning Group first reported a position in ESGE in Q4 2022 and has held it in 13 quarters since. The position peaked at $370K in Q1 2026. 455 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Cornerstone Planning Group held 6,742 shares of iShares ESG Aware MSCI EM ETF worth $351K as of Q2 2026.
  • Cornerstone Planning Group sold 340 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $17.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #126 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares ESG Aware MSCI EM ETF position peaked at $370K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.