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Laurel Wealth Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Laurel Wealth 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
Q1 		$6.01M Sell
132,209
-6,035
-4% -$285K 3.17% 11
2025
Q4 		$6.11M Sell
138,244
-3,503
-2% -$154K 3.38% 11
2025
Q3 		$6.15M Sell
141,747
-2,215
-2% -$90.4K 3.25% 12
2025
Q2 		$5.64M Sell
143,962
-8,007
-5% -$290K 3.21% 12
2025
Q1 		$5.31M Buy
151,969
+3,365
+2% +$117K 3.53% 10
2024
Q4 		$4.96M Buy
148,604
+6,840
+5% +$241K 3.2% 12
2024
Q3 		$5.16M Buy
141,764
+1,543
+1% +$52.7K 3.37% 11
2024
Q2 		$4.7M Sell
140,221
-654
-0.5% -$21.5K 3.27% 11
2024
Q1 		$4.54M Buy
140,875
+6,641
+5% +$209K 3.02% 12
2023
Q4 		$4.3M Buy
134,234
+1,263
+0.9% +$39K 3.05% 11
2023
Q3 		$4.03M Buy
132,971
+2,350
+2% +$74.4K 3.13% 10
2023
Q2 		$4.13M Buy
130,621
+11,417
+10% +$358K 2.95% 11
2023
Q1 		$3.75M Buy
119,204
+45,267
+61% +$1.43M 2.49% 13
2022
Q4 		$2.22M Buy
73,937
+8,424
+13% +$247K 1.43% 29
2022
Q3 		$1.81M Buy
65,513
+8,038
+14% +$251K 1.33% 28
2022
Q2 		$1.86M Buy
57,475
+5,691
+11% +$193K 1.31% 27
2022
Q1 		$1.9M Buy
51,784
+14,731
+40% +$566K 1.28% 29
2021
Q4 		$1.47M Sell
37,053
-16,332
-31% -$673K 1.12% 27
2021
Q3 		$2.21M Buy
53,385
+14,725
+38% +$629K 1.79% 20
2021
Q2 		$1.75M Buy
38,660
+10,226
+36% +$453K 1.52% 23
2021
Q1 		$1.23M Buy
28,434
+1,546
+6% +$68.8K 1.13% 27
2020
Q4 		$1.13M Buy
+26,888
New +$1.05M 1.1% 27

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

Laurel Wealth Planning's ESGE Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.4% in Q1 2026, selling an estimated $285K and leaving 132,209 shares worth $6.01M. The position accounts for 3.17% of the portfolio, ranked #11.

Laurel Wealth Planning first reported a position in ESGE in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.15M in Q3 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Laurel Wealth Planning held 132,209 shares of iShares ESG Aware MSCI EM ETF worth $6.01M as of Q1 2026.
  • Laurel Wealth Planning sold 6,035 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $285K.
  • iShares ESG Aware MSCI EM ETF made up 3.17% of Laurel Wealth Planning's portfolio in Q1 2026, its #11 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares ESG Aware MSCI EM ETF position peaked at $6.15M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.