XY Planning Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

XY Planning Network’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 Q3	$2.23M	Sell	41,265 -314	-0.8%	-$16.7K	0.24%	89
2026 Q2	$2.27M	Sell	41,579 -2,217	-5%	-$116K	0.29%	81
2026 Q1	$2.01M	Buy	43,796 +444	+1%	+$21K	0.32%	74
2025 Q4	$1.91M	Buy	43,352 +2,283	+6%	+$101K	0.33%	77
2025 Q3	$1.61M	Hold	41,069	–	–	0.55%	50
2025 Q2	$1.61M	Buy	41,069 +4,924	+14%	+$178K	0.55%	50
2025 Q1	$1.26M	Sell	36,145 -1,319	-4%	-$45.9K	0.84%	35
2024 Q4	$1.25M	Buy	+37,464	New	+$1.32M	0.94%	36

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's ESGE Position: Q3 2026 in Review

XY Planning Network reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.76% in Q3 2026, selling an estimated $16.7K and leaving 41,265 shares worth $2.23M. The position accounts for 0.24% of the portfolio, ranked #89.

XY Planning Network first reported a position in ESGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q2 2026. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

XY Planning Network held 41,265 shares of iShares ESG Aware MSCI EM ETF worth $2.23M as of Q3 2026.
XY Planning Network sold 314 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $16.7K.
iShares ESG Aware MSCI EM ETF made up 0.24% of XY Planning Network's portfolio in Q3 2026, its #89 holding.
XY Planning Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's iShares ESG Aware MSCI EM ETF position peaked at $2.27M in Q2 2026.
189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.