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Plancorp LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Plancorp LLC’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 		$610K Sell
11,820
-1,315
-10% -$68.7K 0.01% 225
2026
Q1 		$637K Sell
13,135
-209
-2% -$9.88K 0.02% 200
2025
Q4 		$589K Sell
13,344
-879
-6% -$38.8K 0.02% 206
2025
Q3 		$618K Sell
14,223
-70
-0.5% -$2.86K 0.02% 206
2025
Q2 		$560K Sell
14,293
-486
-3% -$17.6K 0.02% 208
2025
Q1 		$517K Sell
14,779
-1,650
-10% -$57.5K 0.02% 204
2024
Q4 		$549K Sell
16,429
-399
-2% -$14.1K 0.02% 189
2024
Q3 		$613K Buy
16,828
+130
+0.8% +$4.44K 0.03% 166
2024
Q2 		$560K Sell
16,698
-394
-2% -$13K 0.02% 166
2024
Q1 		$551K Buy
17,092
+1,062
+7% +$33.5K 0.02% 166
2023
Q4 		$514K Buy
16,030
+1,293
+9% +$39.9K 0.02% 158
2023
Q3 		$446K Buy
14,737
+281
+2% +$8.9K 0.02% 159
2023
Q2 		$457K Buy
14,456
+145
+1% +$4.55K 0.02% 156
2023
Q1 		$451K Buy
14,311
+295
+2% +$9.35K 0.03% 161
2022
Q4 		$421K Sell
14,016
-2,081
-13% -$61K 0.02% 162
2022
Q3 		$445K Buy
16,097
+8,756
+119% +$273K 0.03% 152
2022
Q2 		$237K Sell
7,341
-3,456
-32% -$117K 0.01% 216
2022
Q1 		$397K Buy
10,797
+836
+8% +$32.1K 0.03% 162
2021
Q4 		$396K Buy
9,961
+2,970
+42% +$122K 0.03% 166
2021
Q3 		$290K Buy
6,991
+310
+5% +$13.2K 0.02% 188
2021
Q2 		$302K Buy
6,681
+218
+3% +$9.65K 0.02% 172
2021
Q1 		$280K Buy
+6,463
New +$287K 0.06% 167

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Plancorp LLC's ESGE Position: Q2 2026 in Review

Plancorp LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q2 2026, selling an estimated $68.7K and leaving 11,820 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #225.

Plancorp LLC first reported a position in ESGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $637K in Q1 2026. 184 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Plancorp LLC held 11,820 shares of iShares ESG Aware MSCI EM ETF worth $610K as of Q2 2026.
  • Plancorp LLC sold 1,315 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $68.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #225 holding.
  • Plancorp LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 22 quarters since.
  • Plancorp LLC's iShares ESG Aware MSCI EM ETF position peaked at $637K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.