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Sensible Financial Planning & Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$540K Buy
12,445
+1,172
+10% +$47.8K 0.1% 30
2025
Q2 		$442K Buy
+11,273
New +$408K 0.08% 36
2024
Q4 		– Sell
-5,854
Closed -$213K – 35
2024
Q3 		$213K Buy
+5,854
New +$200K 0.04% 51

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Sensible Financial Planning & Management's ESGE Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 10% in Q3 2025, buying an estimated $47.8K and bringing the position to 12,445 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #30.

Sensible Financial Planning & Management first reported a position in ESGE in Q3 2024 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2025.

  • Sensible Financial Planning & Management held 12,445 shares of iShares ESG Aware MSCI EM ETF worth $540K as of Q3 2025.
  • Sensible Financial Planning & Management bought 1,172 iShares ESG Aware MSCI EM ETF shares in Q3 2025, an estimated $47.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.1% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #30 holding.
  • Sensible Financial Planning & Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.