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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
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
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

Creative Financial Designs's ESGE Position: Q1 2026 in Review

Creative Financial Designs increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q1 2026, buying an estimated $95 and bringing the position to 76 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Creative Financial Designs first reported a position in ESGE in Q3 2020 and has held it in 23 quarters since. The position peaked at $189K in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Creative Financial Designs held 76 shares of iShares ESG Aware MSCI EM ETF worth $3.46K as of Q1 2026.
  • Creative Financial Designs bought 2 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $95.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1678 holding.
  • Creative Financial Designs first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 23 quarters since.
  • Creative Financial Designs's iShares ESG Aware MSCI EM ETF position peaked at $189K in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.