Affiance Financial
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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
Q3 		$2.8M Buy
51,679
+803
+2% +$42.8K 0.4% 34
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

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Wealthfront Advisers
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Affiance Financial's ESGE Position: Q3 2026 in Review

Affiance Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.6% in Q3 2026, buying an estimated $42.8K and bringing the position to 51,679 shares worth $2.8M. The position accounts for 0.4% of the portfolio, ranked #34.

Affiance Financial first reported a position in ESGE in Q2 2020 and has held it in 26 quarters since. 405 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Affiance Financial held 51,679 shares of iShares ESG Aware MSCI EM ETF worth $2.8M as of Q3 2026.
  • Affiance Financial bought 803 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $42.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.4% of Affiance Financial's portfolio in Q3 2026, its #34 holding.
  • Affiance Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 26 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.