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Larson Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Larson Financial Group’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
Q1 		$442K Sell
9,725
-727
-7% -$34.4K 0.01% 510
2025
Q4 		$462K Sell
10,452
-2,581
-20% -$114K 0.02% 482
2025
Q3 		$566K Sell
13,033
-1,330
-9% -$54.3K 0.02% 426
2025
Q2 		$563K Sell
14,363
-373
-3% -$13.5K 0.02% 403
2025
Q1 		$515K Sell
14,736
-1,539
-9% -$53.6K 0.02% 398
2024
Q4 		$543K Buy
16,275
+537
+3% +$18.9K 0.03% 335
2024
Q3 		$573K Sell
15,738
-55
-0.3% -$1.88K 0.03% 307
2024
Q2 		$530K Buy
15,793
+2,334
+17% +$76.9K 0.04% 264
2024
Q1 		$434K Buy
13,459
+923
+7% +$29.1K 0.03% 259
2023
Q4 		$402K Sell
12,536
-54
-0.4% -$1.67K 0.04% 243
2023
Q3 		$381K Buy
12,590
+176
+1% +$5.57K 0.04% 228
2023
Q2 		$393K Buy
12,414
+905
+8% +$28.4K 0.04% 220
2023
Q1 		$362K Sell
11,509
-52
-0.4% -$1.65K 0.04% 238
2022
Q4 		$348K Buy
11,561
+1,201
+12% +$35.2K 0.04% 235
2022
Q3 		$287K Buy
10,360
+615
+6% +$19.2K 0.04% 231
2022
Q2 		$315K Buy
9,745
+1,087
+13% +$36.9K 0.05% 141
2022
Q1 		$318K Buy
8,658
+687
+9% +$26.4K 0.05% 152
2021
Q4 		$317K Buy
7,971
+419
+6% +$17.3K 0.05% 158
2021
Q3 		$313K Buy
7,552
+704
+10% +$30.1K 0.06% 113
2021
Q2 		$309K Sell
6,848
-471
-6% -$20.9K 0.07% 94
2021
Q1 		$317K Buy
7,319
+4,161
+132% +$185K 0.09% 84
2020
Q4 		$133K Buy
3,158
+409
+15% +$15.9K 0.05% 118
2020
Q3 		$98K Buy
2,749
+2,395
+677% +$84.8K 0.04% 130
2020
Q2 		$11K Buy
+354
New +$10.6K 0.01% 376

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Larson Financial Group's ESGE Position: Q1 2026 in Review

Larson Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7% in Q1 2026, selling an estimated $34.4K and leaving 9,725 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #510.

Larson Financial Group first reported a position in ESGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $573K in Q3 2024. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Larson Financial Group held 9,725 shares of iShares ESG Aware MSCI EM ETF worth $442K as of Q1 2026.
  • Larson Financial Group sold 727 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $34.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #510 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $573K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.