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

Benchmark 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 		$943K Buy
17,243
+1,735
+11% +$90.7K 0.77% 26
2026
Q1 		$705K Buy
15,508
+1,000
+7% +$47.3K 0.63% 27
2025
Q4 		$641K Buy
+14,508
New +$640K 0.64% 30

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Benchmark Financial's ESGE Position: Q2 2026 in Review

Benchmark Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, buying an estimated $90.7K and bringing the position to 17,243 shares worth $943K. The position accounts for 0.77% of the portfolio, ranked #26.

Benchmark Financial first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Benchmark Financial held 17,243 shares of iShares ESG Aware MSCI EM ETF worth $943K as of Q2 2026.
  • Benchmark Financial bought 1,735 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $90.7K.
  • iShares ESG Aware MSCI EM ETF made up 0.77% of Benchmark Financial's portfolio in Q2 2026, its #26 holding.
  • Benchmark Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.