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

Keener Financial 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 		$352K Sell
6,451
-5
-0.1% -$261 0.13% 42
2026
Q1 		$293K Buy
6,456
+448
+7% +$21.2K 0.12% 43
2025
Q4 		$265K Buy
6,008
+488
+9% +$21.5K 0.11% 46
2025
Q3 		$239K Sell
5,520
-535
-9% -$21.8K 0.11% 44
2025
Q2 		$237K Buy
6,055
+66
+1% +$2.39K 0.12% 46
2025
Q1 		$209K Hold
5,989
– – 0.14% 40
2024
Q4 		$199K Buy
5,989
+2,518
+73% +$88.8K 0.12% 44
2024
Q3 		$126K Sell
3,471
-2,049
-37% -$70K 0.08% 54
2024
Q2 		$185K Hold
5,520
– – 0.12% 46
2024
Q1 		$178K Buy
5,520
+51
+0.9% +$1.61K 0.12% 48
2023
Q4 		$175K Buy
+5,469
New +$169K 0.14% 46

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Keener Financial Planning's ESGE Position: Q2 2026 in Review

Keener Financial Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.08% in Q2 2026, selling an estimated $261 and leaving 6,451 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #42.

Keener Financial Planning first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. 366 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Keener Financial Planning held 6,451 shares of iShares ESG Aware MSCI EM ETF worth $352K as of Q2 2026.
  • Keener Financial Planning sold 5 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $261.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of Keener Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Keener Financial Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.