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Financial Life Planners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Life Planners’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 		$1.5K Hold
27
– – ﹤0.01% 291
2026
Q1 		$1.24K Buy
+27
New +$1.28K ﹤0.01% 316
2025
Q4 		– Sell
-27
Closed -$1.16K – 142
2025
Q3 		$1.16K Buy
+27
New +$1.1K ﹤0.01% 311
2025
Q1 		– Sell
-26
Closed -$882 – 180
2024
Q4 		$882 Buy
+26
New +$917 ﹤0.01% 352

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

Financial Life Planners's ESGE Position: Q2 2026 in Review

Financial Life Planners held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 27 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Financial Life Planners first reported a position in ESGE in Q4 2024 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Financial Life Planners held 27 shares of iShares ESG Aware MSCI EM ETF worth $1.5K as of Q2 2026.
  • Financial Life Planners left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #291 holding.
  • Financial Life Planners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.