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Decker Retirement Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Decker Retirement 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 		$1.06M Buy
19,462
+1,177
+6% +$61.5K 0.36% 49
2026
Q1 		$831K Buy
18,285
+744
+4% +$35.2K 0.38% 48
2025
Q4 		$775K Buy
17,541
+230
+1% +$10.1K 0.39% 53
2025
Q3 		$752K Sell
17,311
-1,335
-7% -$54.5K 0.41% 54
2025
Q2 		$730K Buy
18,646
+18,598
+38,746% +$673K 0.42% 46
2025
Q1 		$1.68K Hold
48
– – ﹤0.01% 183
2024
Q4 		$1.6K Buy
+48
New +$1.69K ﹤0.01% 462

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Decker Retirement Planning's ESGE Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.4% in Q2 2026, buying an estimated $61.5K and bringing the position to 19,462 shares worth $1.06M. The position accounts for 0.36% of the portfolio, ranked #49.

Decker Retirement Planning first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Decker Retirement Planning held 19,462 shares of iShares ESG Aware MSCI EM ETF worth $1.06M as of Q2 2026.
  • Decker Retirement Planning bought 1,177 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $61.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.36% of Decker Retirement Planning's portfolio in Q2 2026, its #49 holding.
  • Decker Retirement Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.