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WealthPlan Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WealthPlan Investment 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
2026
Q1 		– Sell
-4,714
Closed -$208K – 464
2025
Q4 		$208K Sell
4,714
-120
-2% -$5.29K 0.01% 362
2025
Q3 		$210K Sell
4,834
-298
-6% -$12.2K 0.01% 320
2025
Q2 		$201K Buy
+5,132
New +$186K 0.01% 334

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthPlan Investment Management's ESGE Position: Q1 2026 in Review

WealthPlan Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2026, closing a stake of 4,714 shares — an estimated $208K sold.

WealthPlan Investment Management first reported a position in ESGE in Q2 2025 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 605 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • WealthPlan Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,714 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $208K.
  • WealthPlan Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2025 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $210K in Q3 2025.
  • 605 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.