Harbor Asset Planning
ESGE icon

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

Harbor Asset 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
Q3 		$9.05K Hold
167
– – 0.01% 355
2026
Q2 		$9.14K Buy
167
+1
+0.6% +$52 0.01% 352
2026
Q1 		$7.55K Hold
166
– – 0.01% 359
2025
Q4 		$7.33K Buy
166
+3
+2% +$132 0.01% 357
2025
Q3 		$7.09K Hold
163
– – 0.01% 341
2025
Q2 		$6.39K Buy
+163
New +$5.9K 0.01% 343

Other funds holding ESGE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Harbor Asset Planning's ESGE Position: Q3 2026 in Review

Harbor Asset Planning held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2026 at 167 shares worth $9.05K. The position accounts for 0.01% of the portfolio, ranked #355.

Harbor Asset Planning first reported a position in ESGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.14K in Q2 2026. 290 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Harbor Asset Planning held 167 shares of iShares ESG Aware MSCI EM ETF worth $9.05K as of Q3 2026.
  • Harbor Asset Planning left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #355 holding.
  • Harbor Asset Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares ESG Aware MSCI EM ETF position peaked at $9.14K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.