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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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 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

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. 122 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.
122 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.