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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LifePlan Investment Advisors's ESGE Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q1 2026, buying an estimated $51.5K and bringing the position to 10,033 shares worth $456K. The position accounts for 0.18% of the portfolio, ranked #90.

LifePlan Investment Advisors first reported a position in ESGE in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

LifePlan Investment Advisors held 10,033 shares of iShares ESG Aware MSCI EM ETF worth $456K as of Q1 2026.
LifePlan Investment Advisors bought 1,089 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $51.5K.
iShares ESG Aware MSCI EM ETF made up 0.18% of LifePlan Investment Advisors's portfolio in Q1 2026, its #90 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.