Benchmark Financial
ESGE icon

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
Q3 		$940K Buy
17,348
+105
+0.6% +$5.59K 0.72% 27
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
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

Benchmark Financial's ESGE Position: Q3 2026 in Review

Benchmark Financial increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.61% in Q3 2026, buying an estimated $5.59K and bringing the position to 17,348 shares worth $940K. The position accounts for 0.72% of the portfolio, ranked #27.

Benchmark Financial first reported a position in ESGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $943K in Q2 2026. 397 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Benchmark Financial held 17,348 shares of iShares ESG Aware MSCI EM ETF worth $940K as of Q3 2026.
  • Benchmark Financial bought 105 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $5.59K.
  • iShares ESG Aware MSCI EM ETF made up 0.72% of Benchmark Financial's portfolio in Q3 2026, its #27 holding.
  • Benchmark Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's iShares ESG Aware MSCI EM ETF position peaked at $943K in Q2 2026.
  • 397 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.