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

PDS 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 		$697K Sell
12,750
-58
-0.5% -$3.03K 0.04% 226
2026
Q1 		$582K Sell
12,808
-671
-5% -$31.7K 0.04% 234
2025
Q4 		$595K Sell
13,479
-1,696
-11% -$74.8K 0.04% 222
2025
Q3 		$659K Sell
15,175
-62
-0.4% -$2.53K 0.05% 196
2025
Q2 		$597K Buy
15,237
+18
+0.1% +$652 0.04% 203
2025
Q1 		$532K Buy
15,219
+10
+0.1% +$348 0.04% 200
2024
Q4 		$508K Buy
15,209
+164
+1% +$5.79K 0.05% 183
2024
Q3 		$548K Buy
15,045
+5,839
+63% +$199K 0.05% 174
2024
Q2 		$309K Buy
9,206
+79
+0.9% +$2.6K 0.03% 253
2024
Q1 		$294K Buy
9,127
+388
+4% +$12.2K 0.03% 268
2023
Q4 		$280K Buy
8,739
+721
+9% +$22.2K 0.03% 251
2023
Q3 		$243K Buy
8,018
+116
+1% +$3.67K 0.03% 248
2023
Q2 		$250K Buy
7,902
+1,024
+15% +$32.1K 0.03% 248
2023
Q1 		$217K Sell
6,878
-152
-2% -$4.82K 0.03% 255
2022
Q4 		$211K Buy
+7,030
New +$206K 0.03% 194
2022
Q3 		– Sell
-6,328
Closed -$204K – 213
2022
Q2 		$204K Buy
6,328
+47
+0.7% +$1.59K 0.04% 186
2022
Q1 		$231K Sell
6,281
-11
-0.2% -$422 0.04% 181
2021
Q4 		$250K Buy
6,292
+1,234
+24% +$50.9K 0.05% 159
2021
Q3 		$210K Hold
5,058
– – 0.05% 183
2021
Q2 		$228K Buy
5,058
+21
+0.4% +$930 0.06% 162
2021
Q1 		$218K Buy
+5,037
New +$224K 0.06% 147

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PDS Planning's ESGE Position: Q2 2026 in Review

PDS Planning reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.45% in Q2 2026, selling an estimated $3.03K and leaving 12,750 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #226.

PDS Planning first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • PDS Planning held 12,750 shares of iShares ESG Aware MSCI EM ETF worth $697K as of Q2 2026.
  • PDS Planning sold 58 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.03K.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of PDS Planning's portfolio in Q2 2026, its #226 holding.
  • PDS Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.