FWP
ESGE icon

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

Falcon Wealth 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 		$575K Sell
10,517
-2,575
-20% -$135K 0.04% 134
2026
Q1 		$595K Buy
13,092
+178
+1% +$8.42K 0.04% 123
2025
Q4 		$570K Sell
12,914
-287
-2% -$12.7K 0.05% 112
2025
Q3 		$573K Buy
13,201
+1,778
+16% +$72.5K 0.05% 105
2025
Q2 		$447K Sell
11,423
-441
-4% -$16K 0.05% 108
2025
Q1 		$415K Sell
11,864
-2,829
-19% -$98.5K 0.05% 112
2024
Q4 		$491K Sell
14,693
-741
-5% -$26.1K 0.05% 97
2024
Q3 		$562K Buy
15,434
+1,629
+12% +$55.6K 0.07% 85
2024
Q2 		$463K Sell
13,805
-932
-6% -$30.7K 0.06% 81
2024
Q1 		$475K Buy
14,737
+1,913
+15% +$60.3K 0.08% 82
2023
Q4 		$411K Sell
12,824
-14
-0.1% -$432 0.07% 81
2023
Q3 		$389K Buy
12,838
+1,819
+17% +$57.6K 0.08% 70
2023
Q2 		$349K Buy
11,019
+2,727
+33% +$85.5K 0.08% 76
2023
Q1 		$261K Buy
8,292
+1,296
+19% +$41.1K 0.07% 79
2022
Q4 		$210K Buy
+6,996
New +$205K 0.06% 90

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Falcon Wealth Planning's ESGE Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 20% in Q2 2026, selling an estimated $135K and leaving 10,517 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #134.

Falcon Wealth Planning first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. The position peaked at $595K in Q1 2026. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Falcon Wealth Planning held 10,517 shares of iShares ESG Aware MSCI EM ETF worth $575K as of Q2 2026.
  • Falcon Wealth Planning sold 2,575 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $135K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #134 holding.
  • Falcon Wealth Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
  • Falcon Wealth Planning's iShares ESG Aware MSCI EM ETF position peaked at $595K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.