Creative Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $111M | Buy |
2,026,010
+11,808
| +0.6% | +$617K | 0.06% | 139 |
|
|
2026
Q1 | $91.6M | Buy |
2,014,202
+51,686
| +3% | +$2.44M | 0.06% | 139 |
|
|
2025
Q4 | $86.7M | Buy |
1,962,516
+47,289
| +2% | +$2.08M | 0.06% | 132 |
|
|
2025
Q3 | $83.2M | Sell |
1,915,227
-14,789
| -0.8% | -$603K | 0.06% | 124 |
|
|
2025
Q2 | $75.6M | Buy |
1,930,016
+66,281
| +4% | +$2.4M | 0.06% | 125 |
|
|
2025
Q1 | $65.1M | Buy |
1,863,735
+31,879
| +2% | +$1.11M | 0.06% | 130 |
|
|
2024
Q4 | $61.2M | Buy |
1,831,856
+60,021
| +3% | +$2.12M | 0.06% | 123 |
|
|
2024
Q3 | $64.5M | Buy |
1,771,835
+14,150
| +0.8% | +$483K | 0.06% | 117 |
|
|
2024
Q2 | $58.9M | Buy |
1,757,685
+52,828
| +3% | +$1.74M | 0.06% | 116 |
|
|
2024
Q1 | $54.9M | Sell |
1,704,857
-17,255
| -1% | -$544K | 0.06% | 125 |
|
|
2023
Q4 | $55.2M | Buy |
1,722,112
+30,093
| +2% | +$928K | 0.1% | 115 |
|
|
2023
Q3 | $51.2M | Buy |
1,692,019
+58,887
| +4% | +$1.86M | 0.07% | 123 |
|
|
2023
Q2 | $51.7M | Buy |
1,633,132
+142,371
| +10% | +$4.47M | 0.07% | 113 |
|
|
2023
Q1 | $46.9M | Buy |
1,490,761
+42,121
| +3% | +$1.33M | 0.07% | 120 |
|
|
2022
Q4 | $43.6M | Buy |
1,448,640
+87,375
| +6% | +$2.56M | 0.07% | 124 |
|
|
2022
Q3 | $37.7M | Buy |
1,361,265
+76,273
| +6% | +$2.38M | 0.07% | 118 |
|
|
2022
Q2 | $41.5M | Buy |
1,284,992
+93,043
| +8% | +$3.15M | 0.07% | 118 |
|
|
2022
Q1 | $43.8M | Buy |
1,191,949
+128,545
| +12% | +$4.94M | 0.07% | 119 |
|
|
2021
Q4 | $42.3M | Buy |
1,063,404
+211,105
| +25% | +$8.7M | 0.07% | 109 |
|
|
2021
Q3 | $35.3M | Buy |
852,299
+447,253
| +110% | +$19.1M | 0.06% | 115 |
|
|
2021
Q2 | $18.3M | Sell |
405,046
-226,386
| -36% | -$10M | 0.03% | 184 |
|
|
2021
Q1 | $27.3M | Buy |
631,432
+116,085
| +23% | +$5.16M | 0.06% | 137 |
|
|
2020
Q4 | $21.6M | Buy |
515,347
+96,700
| +23% | +$3.77M | 0.05% | 155 |
|
|
2020
Q3 | $14.9M | Buy |
418,647
+28,249
| +7% | +$1M | 0.04% | 170 |
|
|
2020
Q2 | $12.5M | Buy |
390,398
+23,184
| +6% | +$696K | 0.04% | 167 |
|
|
2020
Q1 | $10.1M | Buy |
367,214
+70,169
| +24% | +$2.32M | 0.04% | 169 |
|
|
2019
Q4 | $10.7M | Buy |
297,045
+41,992
| +16% | +$1.44M | 0.03% | 180 |
|
|
2019
Q3 | $8.3M | Buy |
255,053
+22,531
| +10% | +$741K | 0.03% | 212 |
|
|
2019
Q2 | $7.91M | Buy |
232,522
+48,174
| +26% | +$1.63M | 0.03% | 218 |
|
|
2019
Q1 | $6.28M | Buy |
184,348
+76,507
| +71% | +$2.55M | 0.02% | 233 |
|
|
2018
Q4 | $3.31M | Buy |
+107,841
| New | +$3.39M | 0.01% | 322 |
|
Other funds holding ESGE
WL
TWIM
Creative Planning's ESGE Position: Q2 2026 in Review
Creative Planning increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.59% in Q2 2026, buying an estimated $617K and bringing the position to 2,026,010 shares worth $111M. The position accounts for 0.06% of the portfolio, ranked #139.
Creative Planning first reported a position in ESGE in Q4 2018 and has held it in 31 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.
- Creative Planning held 2,026,010 shares of iShares ESG Aware MSCI EM ETF worth $111M as of Q2 2026.
- Creative Planning bought 11,808 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $617K.
- iShares ESG Aware MSCI EM ETF made up 0.06% of Creative Planning's portfolio in Q2 2026, its #139 holding.
- Creative Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 31 quarters since.
- 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.