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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
Q3 		$202K Sell
3,735
-754
-17% -$40.1K 0.07% 188
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Plan A Wealth's ESGE Position: Q3 2026 in Review

Plan A Wealth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q3 2026, selling an estimated $40.1K and leaving 3,735 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #188.

Plan A Wealth first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.51M in Q4 2024. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Plan A Wealth held 3,735 shares of iShares ESG Aware MSCI EM ETF worth $202K as of Q3 2026.
  • Plan A Wealth sold 754 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $40.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Plan A Wealth's portfolio in Q3 2026, its #188 holding.
  • Plan A Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares ESG Aware MSCI EM ETF position peaked at $3.51M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.