Pine Haven Investment Counsel’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pine Haven Investment Counsel’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	$688K	Buy	12,573 +145	+1%	+$7.58K	0.46%	59
2026 Q1	$565K	Buy	12,428 +140	+1%	+$6.62K	0.42%	67
2025 Q4	$543K	Buy	12,288 +550	+5%	+$24.2K	0.39%	67
2025 Q3	$510K	Buy	11,738 +60	+0.5%	+$2.45K	0.37%	67
2025 Q2	$457K	Sell	11,678 -125	-1%	-$4.53K	0.36%	64
2025 Q1	$413K	Hold	11,803	–	–	0.35%	66
2024 Q4	$394K	Hold	11,803	–	–	0.32%	71
2024 Q3	$430K	Hold	11,803	–	–	0.35%	68
2024 Q2	$396K	Buy	11,803 +882	+8%	+$29.1K	0.34%	73
2024 Q1	$352K	Buy	10,921 +200	+2%	+$6.3K	0.31%	75
2023 Q4	$344K	Buy	10,721 +200	+2%	+$6.17K	0.32%	73
2023 Q3	$319K	Buy	10,521 +400	+4%	+$12.7K	0.33%	72
2023 Q2	$320K	Buy	10,121 +686	+7%	+$21.5K	0.32%	76
2023 Q1	$297K	Buy	9,435 +700	+8%	+$22.2K	0.31%	79
2022 Q4	$263K	Buy	8,735 +432	+5%	+$12.7K	0.29%	83
2022 Q3	$230K	Buy	8,303 +200	+2%	+$6.24K	0.28%	88
2022 Q2	$262K	Buy	8,103 +2	+0%	+$68	0.31%	80
2022 Q1	$298K	Buy	8,101 +570	+8%	+$21.9K	0.29%	83
2021 Q4	$299K	Buy	+7,531	New	+$310K	0.28%	88

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 22.9% 1-Year Est. Return

Pine Haven Investment Counsel's ESGE Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.2% in Q2 2026, buying an estimated $7.58K and bringing the position to 12,573 shares worth $688K. The position accounts for 0.46% of the portfolio, ranked #59.

Pine Haven Investment Counsel first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Pine Haven Investment Counsel held 12,573 shares of iShares ESG Aware MSCI EM ETF worth $688K as of Q2 2026.
Pine Haven Investment Counsel bought 145 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $7.58K.
iShares ESG Aware MSCI EM ETF made up 0.46% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #59 holding.
Pine Haven Investment Counsel first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.