Larson Financial Group
ESGE icon

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
Q3 		$502K Sell
9,275
-809
-8% -$43.1K 0.01% 585
2026
Q2 		$552K Buy
10,084
+359
+4% +$18.8K 0.01% 526
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

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Larson Financial Group's ESGE Position: Q3 2026 in Review

Larson Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8% in Q3 2026, selling an estimated $43.1K and leaving 9,275 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #585.

Larson Financial Group first reported a position in ESGE in Q2 2020 and has held it in 26 quarters since. The position peaked at $573K in Q3 2024. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Larson Financial Group held 9,275 shares of iShares ESG Aware MSCI EM ETF worth $502K as of Q3 2026.
  • Larson Financial Group sold 809 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $43.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #585 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 26 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $573K in Q3 2024.
  • 582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.