Spectrum Planning & Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Spectrum Planning & Advisory Services’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 Q1	–	Sell	-4,663	Closed	-$206K	–	119
2025 Q4	$206K	Buy	4,663 +15	+0.3%	+$661	0.11%	110
2025 Q3	$202K	Buy	+4,648	New	+$190K	0.11%	104
2022 Q4	–	Sell	-11,446	Closed	-$317K	–	43
2022 Q3	$317K	Buy	+11,446	New	+$357K	0.32%	41

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Spectrum Planning & Advisory Services's ESGE Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 4,663 shares — an estimated $206K sold.

Spectrum Planning & Advisory Services first reported a position in ESGE in Q3 2022 and held it in 3 quarters. The position peaked at $317K in Q3 2022. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 4,663 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $206K.
Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 3 quarters.
Spectrum Planning & Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $317K in Q3 2022.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.