TWP
ESGE icon

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

Tempus Wealth Planning’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 		$353K Buy
6,457
+179
+3% +$9.35K 0.07% 211
2026
Q1 		$285K Hold
6,278
– – 0.07% 224
2025
Q4 		$277K Buy
6,278
+88
+1% +$3.88K 0.06% 231
2025
Q3 		$269K Buy
6,190
+28
+0.5% +$1.14K 0.06% 239
2025
Q2 		$241K Buy
+6,162
New +$223K 0.06% 236
2025
Q1 		– Sell
-6,008
Closed -$201K – 258
2024
Q4 		$201K Buy
6,008
+25
+0.4% +$882 0.06% 239
2024
Q3 		$218K Sell
5,983
-132
-2% -$4.51K 0.08% 207
2024
Q2 		$205K Buy
+6,115
New +$201K 0.09% 195
2023
Q1 		– Sell
-7,774
Closed -$234K – 184
2022
Q4 		$234K Sell
7,774
-850
-10% -$24.9K 0.14% 158
2022
Q3 		$239K Buy
+8,624
New +$269K 0.16% 151

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tempus Wealth Planning's ESGE Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.9% in Q2 2026, buying an estimated $9.35K and bringing the position to 6,457 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #211.

Tempus Wealth Planning first reported a position in ESGE in Q3 2022 and has held it in 10 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Tempus Wealth Planning held 6,457 shares of iShares ESG Aware MSCI EM ETF worth $353K as of Q2 2026.
  • Tempus Wealth Planning bought 179 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $9.35K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #211 holding.
  • Tempus Wealth Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 10 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.