Planning Alternatives’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Planning Alternatives’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	$262K	Sell	4,788 -33	-0.7%	-$1.73K	0.03%	102
2026 Q1	$219K	Buy	4,821 +141	+3%	+$6.67K	0.03%	96
2025 Q4	$207K	Buy	+4,680	New	+$206K	0.03%	91
2022 Q4	–	Sell	-9,917	Closed	-$274K	–	47
2022 Q3	$274K	Buy	9,917 +2,535	+34%	+$79.1K	0.06%	36
2022 Q2	$239K	Buy	7,382 +1,698	+30%	+$57.6K	0.05%	41
2022 Q1	$209K	Buy	5,684 +410	+8%	+$15.7K	0.03%	45
2021 Q4	$210K	Buy	+5,274	New	+$217K	0.03%	45

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

Planning Alternatives's ESGE Position: Q2 2026 in Review

Planning Alternatives reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.68% in Q2 2026, selling an estimated $1.73K and leaving 4,788 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #102.

Planning Alternatives first reported a position in ESGE in Q4 2021 and has held it in 7 quarters since. The position peaked at $274K in Q3 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Planning Alternatives held 4,788 shares of iShares ESG Aware MSCI EM ETF worth $262K as of Q2 2026.
Planning Alternatives sold 33 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.73K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #102 holding.
Planning Alternatives first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 7 quarters since.
Planning Alternatives's iShares ESG Aware MSCI EM ETF position peaked at $274K in Q3 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.