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

LPL Financial’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	$97.4M	Buy	1,781,398 +98,120	+6%	+$5.13M	0.02%	679
2026 Q1	$76.5M	Buy	1,683,278 +168,859	+11%	+$7.98M	0.02%	720
2025 Q4	$66.9M	Buy	1,514,419 +167,624	+12%	+$7.39M	0.02%	730
2025 Q3	$58.5M	Buy	1,346,795 +109,667	+9%	+$4.47M	0.02%	774
2025 Q2	$48.5M	Buy	1,237,128 +98,045	+9%	+$3.55M	0.02%	772
2025 Q1	$39.8M	Buy	1,139,083 +20,562	+2%	+$716K	0.02%	789
2024 Q4	$37.3M	Buy	1,118,521 +109,758	+11%	+$3.87M	0.02%	794
2024 Q3	$36.7M	Sell	1,008,763 -9,838	-1%	-$336K	0.02%	748
2024 Q2	$34.2M	Buy	1,018,601 +21,193	+2%	+$698K	0.02%	725
2024 Q1	$32.1M	Buy	997,408 +21,409	+2%	+$675K	0.02%	728
2023 Q4	$31.3M	Sell	975,999 -1,213,069	-55%	-$37.4M	0.02%	679
2023 Q3	$66.3M	Buy	2,189,068 +109,999	+5%	+$3.48M	0.05%	360
2023 Q2	$65.8M	Sell	2,079,069 -318,178	-13%	-$9.98M	0.05%	350
2023 Q1	$75.5M	Buy	2,397,247 +907,518	+61%	+$28.8M	0.06%	299
2022 Q4	$44.8M	Sell	1,489,729 -380,862	-20%	-$11.2M	0.04%	424
2022 Q3	$51.8M	Sell	1,870,591 -279,893	-13%	-$8.73M	0.05%	338
2022 Q2	$69.5M	Sell	2,150,484 -4,119,926	-66%	-$140M	0.07%	271
2022 Q1	$230M	Buy	6,270,410 +1,116,665	+22%	+$42.9M	0.2%	99
2021 Q4	$205M	Sell	5,153,745 -511,960	-9%	-$21.1M	0.17%	112
2021 Q3	$235M	Sell	5,665,705 -987,911	-15%	-$42.2M	0.22%	95
2021 Q2	$300M	Buy	6,653,616 +429,280	+7%	+$19M	0.3%	69
2021 Q1	$270M	Sell	6,224,336 -542,599	-8%	-$24.1M	0.31%	65
2020 Q4	$284M	Buy	6,766,935 +2,090,784	+45%	+$81.5M	0.37%	52
2020 Q3	$167M	Buy	4,676,151 +400,081	+9%	+$14.2M	0.26%	75
2020 Q2	$137M	Buy	4,276,070 +1,733,825	+68%	+$52.1M	0.24%	86
2020 Q1	$69.6M	Buy	2,542,245 +2,487,697	+4,561%	+$82.1M	0.15%	135
2019 Q4	$1.96M	Sell	54,548 -11,826	-18%	-$405K	﹤0.01%	1371
2019 Q3	$2.16M	Buy	66,374 +14,208	+27%	+$467K	﹤0.01%	1213
2019 Q2	$1.77M	Buy	52,166 +1,949	+4%	+$65.8K	﹤0.01%	1323
2019 Q1	$1.71M	Sell	50,217 -332	-0.7%	-$11K	﹤0.01%	1278
2018 Q4	$1.55M	Buy	50,549 +6,167	+14%	+$194K	﹤0.01%	1222
2018 Q3	$1.48M	Sell	44,382 -5,459	-11%	-$184K	﹤0.01%	1379
2018 Q2	$1.68M	Sell	49,841 -19,439	-28%	-$701K	﹤0.01%	1252
2018 Q1	$2.62M	Buy	69,280 +25,288	+57%	+$976K	0.01%	964
2017 Q4	$1.63M	Buy	43,992 +19,632	+81%	+$707K	﹤0.01%	1200
2017 Q3	$846K	Buy	24,360 +16,230	+200%	+$553K	﹤0.01%	1555
2017 Q2	$261K	Buy	+8,130	New	+$257K	﹤0.01%	2400

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

LPL Financial's ESGE Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.8% in Q2 2026, buying an estimated $5.13M and bringing the position to 1,781,398 shares worth $97.4M. The position accounts for 0.02% of the portfolio, ranked #679.

LPL Financial first reported a position in ESGE in Q2 2017 and has held it in 37 quarters since. The position peaked at $300M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

LPL Financial held 1,781,398 shares of iShares ESG Aware MSCI EM ETF worth $97.4M as of Q2 2026.
LPL Financial bought 98,120 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $5.13M.
iShares ESG Aware MSCI EM ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #679 holding.
LPL Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2017 and has held it in 37 quarters since.
LPL Financial's iShares ESG Aware MSCI EM ETF position peaked at $300M in Q2 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.