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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
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

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Harbor Asset Planning's ESGE Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.6% in Q2 2026, buying an estimated $52 and bringing the position to 167 shares worth $9.14K. The position accounts for 0.01% of the portfolio, ranked #352.

Harbor Asset Planning first reported a position in ESGE in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Harbor Asset Planning held 167 shares of iShares ESG Aware MSCI EM ETF worth $9.14K as of Q2 2026.
  • Harbor Asset Planning bought 1 iShares ESG Aware MSCI EM ETF share in Q2 2026, an estimated $52.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #352 holding.
  • Harbor Asset Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.