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

OLIO Financial 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
Q3 		$902K Sell
16,663
-247
-1% -$13.2K 0.22% 26
2026
Q2 		$925K Sell
16,910
-2,146
-11% -$112K 0.23% 25
2026
Q1 		$866K Sell
19,056
-195
-1% -$9.22K 0.24% 25
2025
Q4 		$850K Sell
19,251
-139
-0.7% -$6.13K 0.24% 26
2025
Q3 		$842K Sell
19,390
-732
-4% -$29.9K 0.25% 23
2025
Q2 		$788K Sell
20,122
-483
-2% -$17.5K 0.25% 24
2025
Q1 		$720K Buy
20,605
+553
+3% +$19.3K 0.25% 25
2024
Q4 		$670K Buy
20,052
+2,370
+13% +$83.6K 0.24% 29
2024
Q3 		$567K Hold
17,682
– – 0.24% 31
2024
Q2 		$567K Hold
17,682
– – 0.24% 31
2024
Q1 		$567K Hold
17,682
– – 0.24% 31
2023
Q4 		$567K Buy
17,682
+4,667
+36% +$144K 0.24% 31
2023
Q3 		$394K Hold
13,015
– – 0.19% 37
2023
Q2 		$412K Buy
13,015
+218
+2% +$6.84K 0.2% 33
2023
Q1 		$403K Buy
12,797
+336
+3% +$10.6K 0.21% 30
2022
Q4 		$375K Sell
12,461
-1,449
-10% -$42.5K 0.2% 32
2022
Q3 		$385K Hold
13,910
– – 0.23% 31
2022
Q2 		$449K Buy
13,910
+1,817
+15% +$61.6K 0.25% 31
2022
Q1 		$444K Buy
12,093
+4,733
+64% +$182K 0.25% 32
2021
Q4 		$293K Buy
+7,360
New +$303K 0.17% 33

Other funds holding ESGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

OLIO Financial Planning's ESGE Position: Q3 2026 in Review

OLIO Financial Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.5% in Q3 2026, selling an estimated $13.2K and leaving 16,663 shares worth $902K. The position accounts for 0.22% of the portfolio, ranked #26.

OLIO Financial Planning first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $925K in Q2 2026. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • OLIO Financial Planning held 16,663 shares of iShares ESG Aware MSCI EM ETF worth $902K as of Q3 2026.
  • OLIO Financial Planning sold 247 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $13.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.22% of OLIO Financial Planning's portfolio in Q3 2026, its #26 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
  • OLIO Financial Planning's iShares ESG Aware MSCI EM ETF position peaked at $925K in Q2 2026.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.