Plan A Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Plan A Wealth’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	$246K	Hold	4,489	–	–	0.1%	154
2026 Q1	$204K	Sell	4,489 -13,119	-75%	-$620K	0.1%	161
2025 Q4	$778K	Sell	17,608 -6,639	-27%	-$293K	0.38%	31
2025 Q3	$1.05M	Sell	24,247 -35,053	-59%	-$1.43M	0.54%	21
2025 Q2	$2.32M	Sell	59,300 -27,835	-32%	-$1.01M	1.32%	14
2025 Q1	$3.05M	Sell	87,135 -17,965	-17%	-$626K	2.36%	9
2024 Q4	$3.51M	Buy	+105,100	New	+$3.71M	3.21%	4

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 22.96% 1-Year Est. Return

Plan A Wealth's ESGE Position: Q2 2026 in Review

Plan A Wealth held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 4,489 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #154.

Plan A Wealth first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Plan A Wealth held 4,489 shares of iShares ESG Aware MSCI EM ETF worth $246K as of Q2 2026.
Plan A Wealth left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #154 holding.
Plan A Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's iShares ESG Aware MSCI EM ETF position peaked at $3.51M in Q4 2024.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.