Creative Financial Designs’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Creative Financial Designs’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	$4.76K	Buy	87 +11	+14%	+$575	﹤0.01%	1715
2026 Q1	$3.46K	Buy	76 +2	+3%	+$95	﹤0.01%	1678
2025 Q4	$3.27K	Sell	74 -166	-69%	-$7.32K	﹤0.01%	1610
2025 Q3	$10.4K	Sell	240 -1,538	-87%	-$62.7K	﹤0.01%	1356
2025 Q2	$69.6K	Sell	1,778 -324	-15%	-$11.7K	0.01%	767
2025 Q1	$73.5K	Sell	2,102 -48	-2%	-$1.67K	0.01%	708
2024 Q4	$71.8K	Hold	2,150	–	–	0.01%	687
2024 Q3	$78.3K	Buy	2,150 +591	+38%	+$20.2K	0.01%	653
2024 Q2	$52.3K	Sell	1,559 -25	-2%	-$823	﹤0.01%	737
2024 Q1	$51.1K	Hold	1,584	–	–	﹤0.01%	724
2023 Q4	$50.8K	Sell	1,584 -775	-33%	-$23.9K	0.01%	678
2023 Q3	$71.4K	Sell	2,359 -605	-20%	-$19.2K	0.01%	552
2023 Q2	$93.8K	Sell	2,964 -776	-21%	-$24.3K	0.01%	503
2023 Q1	$118K	Sell	3,740 -10	-0.3%	-$317	0.02%	436
2022 Q4	$113K	Buy	3,750 +15	+0.4%	+$440	0.02%	431
2022 Q3	$103K	Buy	3,735 +416	+13%	+$13K	0.02%	431
2022 Q2	$107K	Buy	3,319 +446	+16%	+$15.1K	0.02%	420
2022 Q1	$106K	Buy	2,873 +382	+15%	+$14.7K	0.02%	424
2021 Q4	$99K	Sell	2,491 -566	-19%	-$23.3K	0.01%	438
2021 Q3	$127K	Sell	3,057 -1,120	-27%	-$47.9K	0.02%	397
2021 Q2	$189K	Buy	4,177 +748	+22%	+$33.1K	0.03%	309
2021 Q1	$149K	Buy	3,429 +933	+37%	+$41.5K	0.03%	332
2020 Q4	$105K	Buy	2,496 +856	+52%	+$33.4K	0.02%	372
2020 Q3	$58K	Buy	+1,640	New	+$58.1K	0.01%	433

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Financial Designs's ESGE Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, buying an estimated $575 and bringing the position to 87 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Creative Financial Designs first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $189K in Q2 2021. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Creative Financial Designs held 87 shares of iShares ESG Aware MSCI EM ETF worth $4.76K as of Q2 2026.
Creative Financial Designs bought 11 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $575.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1715 holding.
Creative Financial Designs first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
Creative Financial Designs's iShares ESG Aware MSCI EM ETF position peaked at $189K in Q2 2021.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.