FFA
ESGE icon

Farther Finance Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Farther Finance Advisors’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 		$4.1M Buy
75,793
+7,494
+11% +$399K 0.03% 497
2026
Q2 		$3.73M Buy
68,299
+18,102
+36% +$946K 0.03% 497
2026
Q1 		$2.3M Buy
50,197
+14,472
+41% +$684K 0.02% 584
2025
Q4 		$1.58M Buy
35,725
+19,712
+123% +$869K 0.02% 678
2025
Q3 		$695K Buy
16,013
+2,608
+19% +$106K 0.01% 910
2025
Q2 		$525K Sell
13,405
-1,622
-11% -$58.7K 0.01% 885
2025
Q1 		$527K Buy
15,027
+3,323
+28% +$116K 0.01% 764
2024
Q4 		$391K Sell
11,704
-98
-0.8% -$3.46K 0.01% 683
2024
Q3 		$430K Sell
11,802
-173
-1% -$5.91K 0.02% 657
2024
Q2 		$402K Buy
11,975
+1,739
+17% +$57.3K 0.02% 565
2024
Q1 		$331K Sell
10,236
-4,602
-31% -$145K 0.02% 506
2023
Q4 		$476K Sell
14,838
-19,170
-56% -$591K 0.03% 360
2023
Q3 		$1.03M Buy
34,008
+2,010
+6% +$63.7K 0.16% 120
2023
Q2 		$1.01M Buy
31,998
+2,739
+9% +$85.9K 0.22% 86
2023
Q1 		$921K Buy
29,259
+5,145
+21% +$163K 0.27% 74
2022
Q4 		$725K Buy
+24,114
New +$707K 0.28% 71

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Farther Finance Advisors's ESGE Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q3 2026, buying an estimated $399K and bringing the position to 75,793 shares worth $4.1M. The position accounts for 0.03% of the portfolio, ranked #497.

Farther Finance Advisors first reported a position in ESGE in Q4 2022 and has held it in 16 quarters since. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Farther Finance Advisors held 75,793 shares of iShares ESG Aware MSCI EM ETF worth $4.1M as of Q3 2026.
  • Farther Finance Advisors bought 7,494 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $399K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #497 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 16 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.