Plum Street Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Plum Street Advisors’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	$508K	Buy	9,290 +45	+0.5%	+$2.35K	0.16%	72
2026 Q1	$420K	Hold	9,245	–	–	0.15%	78
2025 Q4	$408K	Hold	9,245	–	–	0.15%	74
2025 Q3	$401K	Sell	9,245 -4,659	-34%	-$190K	0.16%	73
2025 Q2	$545K	Buy	13,904 +29	+0.2%	+$1.05K	0.24%	59
2025 Q1	$485K	Sell	13,875 -16,838	-55%	-$586K	0.23%	60
2024 Q4	$1.03M	Buy	30,713 +2,134	+7%	+$75.3K	0.51%	43
2024 Q3	$1.04M	Buy	28,579 +60	+0.2%	+$2.05K	0.53%	41
2024 Q2	$956K	Sell	28,519 -60	-0.2%	-$1.98K	0.56%	40
2024 Q1	$1.04M	Buy	28,579 +2,628	+10%	+$82.8K	0.53%	41
2023 Q4	$832K	Buy	+25,951	New	+$800K	0.55%	38

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

Plum Street Advisors's ESGE Position: Q2 2026 in Review

Plum Street Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.49% in Q2 2026, buying an estimated $2.35K and bringing the position to 9,290 shares worth $508K. The position accounts for 0.16% of the portfolio, ranked #72.

Plum Street Advisors first reported a position in ESGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Plum Street Advisors held 9,290 shares of iShares ESG Aware MSCI EM ETF worth $508K as of Q2 2026.
Plum Street Advisors bought 45 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $2.35K.
iShares ESG Aware MSCI EM ETF made up 0.16% of Plum Street Advisors's portfolio in Q2 2026, its #72 holding.
Plum Street Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.04M in Q3 2024.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.