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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

XY Planning Network's ESGE Position: Q2 2026 in Review

XY Planning Network reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.1% in Q2 2026, selling an estimated $116K and leaving 41,579 shares worth $2.27M. The position accounts for 0.29% of the portfolio, ranked #81.

XY Planning Network first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

XY Planning Network held 41,579 shares of iShares ESG Aware MSCI EM ETF worth $2.27M as of Q2 2026.
XY Planning Network sold 2,217 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $116K.
iShares ESG Aware MSCI EM ETF made up 0.29% of XY Planning Network's portfolio in Q2 2026, its #81 holding.
XY Planning Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.