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

Essential 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
2025
Q1 		– Sell
-190,898
Closed -$6.74M – 147
2024
Q4 		$6.74M Buy
+190,898
New +$6.74M 0.04% 99

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Essential Planning's ESGE Position: Q1 2025 in Review

Essential Planning sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2025, closing a stake of 190,898 shares — an estimated $6.74M sold.

Essential Planning first reported a position in ESGE in Q4 2024 and held it in 1 quarter. The position peaked at $6.74M in Q4 2024. 502 funds tracked by Wall St. Rank hold ESGE as of Q1 2025.

  • Essential Planning reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 190,898 iShares ESG Aware MSCI EM ETF shares in Q1 2025, an estimated $6.74M.
  • Essential Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares ESG Aware MSCI EM ETF position peaked at $6.74M in Q4 2024.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.