LifePlan Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

LifePlan Investment Advisors’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	$394K	Sell	7,207 -2,826	-28%	-$148K	0.14%	105
2026 Q1	$456K	Buy	10,033 +1,089	+12%	+$51.5K	0.18%	90
2025 Q4	$395K	Buy	8,944 +653	+8%	+$28.8K	0.16%	88
2025 Q3	$360K	Buy	8,291 +345	+4%	+$14.1K	0.15%	90
2025 Q2	$311K	Buy	7,946 +269	+4%	+$9.74K	0.15%	90
2025 Q1	$268K	Buy	7,677 +881	+13%	+$30.7K	0.15%	84
2024 Q4	$227K	Buy	+6,796	New	+$240K	0.14%	92

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LifePlan Investment Advisors's ESGE Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 28% in Q2 2026, selling an estimated $148K and leaving 7,207 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #105.

LifePlan Investment Advisors first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q1 2026. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

LifePlan Investment Advisors held 7,207 shares of iShares ESG Aware MSCI EM ETF worth $394K as of Q2 2026.
LifePlan Investment Advisors sold 2,826 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $148K.
iShares ESG Aware MSCI EM ETF made up 0.14% of LifePlan Investment Advisors's portfolio in Q2 2026, its #105 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
LifePlan Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $456K in Q1 2026.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.