AF
ESGE icon

Affiance Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Affiance Financial’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 		$2.78M Sell
50,876
-480
-0.9% -$25.1K 0.4% 31
2026
Q1 		$2.34M Buy
51,356
+1,192
+2% +$56.4K 0.38% 33
2025
Q4 		$2.22M Sell
50,164
-615
-1% -$27.1K 0.36% 33
2025
Q3 		$2.2M Sell
50,779
-1,794
-3% -$73.2K 0.4% 32
2025
Q2 		$2.06M Buy
52,573
+252
+0.5% +$9.12K 0.42% 31
2025
Q1 		$1.83M Buy
52,321
+2,144
+4% +$74.7K 0.43% 33
2024
Q4 		$1.68M Buy
50,177
+303
+0.6% +$10.7K 0.4% 39
2024
Q3 		$1.82M Buy
49,874
+1,353
+3% +$46.2K 0.44% 34
2024
Q2 		$1.63M Buy
48,521
+5,858
+14% +$193K 0.42% 38
2024
Q1 		$1.38M Buy
42,663
+5,087
+14% +$160K 0.37% 40
2023
Q4 		$1.2M Buy
37,576
+735
+2% +$22.7K 0.35% 45
2023
Q3 		$1.12M Buy
36,841
+982
+3% +$31.1K 0.57% 41
2023
Q2 		$1.13M Buy
35,859
+1,012
+3% +$31.7K 0.55% 42
2023
Q1 		$1.1M Buy
34,847
+12,782
+58% +$405K 0.58% 37
2022
Q4 		$663K Sell
22,065
-3,580
-14% -$105K 0.27% 61
2022
Q3 		$710K Buy
25,645
+1,370
+6% +$42.7K 0.4% 37
2022
Q2 		$784K Buy
24,275
+5,589
+30% +$190K 0.42% 40
2022
Q1 		$686K Buy
18,686
+730
+4% +$28K 0.33% 45
2021
Q4 		$714K Buy
17,956
+266
+2% +$11K 0.3% 50
2021
Q3 		$733K Buy
17,690
+2,103
+13% +$89.9K 0.32% 50
2021
Q2 		$704K Buy
15,587
+704
+5% +$31.2K 0.3% 51
2021
Q1 		$645K Buy
14,883
+1,088
+8% +$48.4K 0.29% 53
2020
Q4 		$579K Buy
13,795
+3,811
+38% +$149K 0.3% 53
2020
Q3 		$356K Buy
9,984
+1,544
+18% +$54.7K 0.21% 67
2020
Q2 		$271K Buy
+8,440
New +$254K 0.15% 79

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Affiance Financial's ESGE Position: Q2 2026 in Review

Affiance Financial reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.93% in Q2 2026, selling an estimated $25.1K and leaving 50,876 shares worth $2.78M. The position accounts for 0.4% of the portfolio, ranked #31.

Affiance Financial first reported a position in ESGE in Q2 2020 and has held it in 25 quarters since. 297 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Affiance Financial held 50,876 shares of iShares ESG Aware MSCI EM ETF worth $2.78M as of Q2 2026.
  • Affiance Financial sold 480 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $25.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.4% of Affiance Financial's portfolio in Q2 2026, its #31 holding.
  • Affiance Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 25 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.