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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OLIO Financial Planning's ESGE Position: Q2 2026 in Review

OLIO Financial Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, selling an estimated $112K and leaving 16,910 shares worth $925K. The position accounts for 0.23% of the portfolio, ranked #25.

OLIO Financial Planning first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 117 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • OLIO Financial Planning held 16,910 shares of iShares ESG Aware MSCI EM ETF worth $925K as of Q2 2026.
  • OLIO Financial Planning sold 2,146 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $112K.
  • iShares ESG Aware MSCI EM ETF made up 0.23% of OLIO Financial Planning's portfolio in Q2 2026, its #25 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.