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

Finley 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 		$132K Hold
2,420
– – 0.05% 78
2026
Q1 		$110K Hold
2,420
– – 0.05% 82
2025
Q4 		$107K Hold
2,420
– – 0.05% 83
2025
Q3 		$105K Hold
2,420
– – 0.05% 85
2025
Q2 		$94.8K Hold
2,420
– – 0.05% 85
2025
Q1 		$84.8K Hold
2,420
– – 0.05% 86
2024
Q4 		$81K Buy
+2,420
New +$85.4K 0.04% 90

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

Finley Financial's ESGE Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 2,420 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #78.

Finley Financial first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Finley Financial held 2,420 shares of iShares ESG Aware MSCI EM ETF worth $132K as of Q2 2026.
  • Finley Financial left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Finley Financial's portfolio in Q2 2026, its #78 holding.
  • Finley Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.