RAFFA WEALTH MANAGEMENT, LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.15M	Buy	75,966 +1,830	+2%	+$95.6K	0.52%	28
2026 Q1	$3.37M	Buy	74,136 +6,235	+9%	+$295K	0.53%	26
2025 Q4	$3M	Buy	67,901 +4,661	+7%	+$205K	0.46%	33
2025 Q3	$2.75M	Buy	63,240 +4,215	+7%	+$172K	0.49%	34
2025 Q2	$2.31M	Buy	59,025 +2,507	+4%	+$90.8K	0.46%	37
2025 Q1	$1.98M	Buy	56,518 +2,245	+4%	+$78.2K	0.45%	37
2024 Q4	$1.81M	Sell	54,273 -5,641	-9%	-$199K	0.42%	37
2024 Q3	$2.18M	Sell	59,914 -14,172	-19%	-$484K	0.53%	32
2024 Q2	$2.48M	Buy	74,086 +2,458	+3%	+$81K	0.71%	29
2024 Q1	$2.31M	Buy	71,628 +3,985	+6%	+$126K	0.69%	27
2023 Q4	$2.17M	Buy	67,643 +5,537	+9%	+$171K	0.66%	28
2023 Q3	$1.88M	Sell	62,106 -3,016	-5%	-$95.5K	0.64%	28
2023 Q2	$2.06M	Sell	65,122 -2,948	-4%	-$92.5K	0.7%	25
2023 Q1	$2.14M	Buy	68,070 +4,302	+7%	+$136K	0.78%	23
2022 Q4	$1.92M	Buy	63,768 +6,440	+11%	+$189K	0.78%	21
2022 Q3	$1.59M	Buy	57,328 +5,173	+10%	+$161K	0.7%	21
2022 Q2	$1.69M	Buy	52,155 +3,900	+8%	+$132K	0.77%	19
2022 Q1	$1.77M	Buy	48,255 +69	+0.1%	+$2.65K	0.66%	15
2021 Q4	$1.92M	Sell	48,186 -51	-0.1%	-$2.1K	0.63%	17
2021 Q3	$2M	Buy	48,237 +15,227	+46%	+$651K	0.69%	17
2021 Q2	$1.49M	Buy	33,010 +4,541	+16%	+$201K	0.52%	17
2021 Q1	$1.23M	Buy	28,469 +961	+3%	+$42.7K	0.43%	19
2020 Q4	$1.15M	Buy	27,508 +11,335	+70%	+$442K	0.41%	20
2020 Q3	$576K	Buy	16,173 +1,013	+7%	+$35.9K	0.22%	23
2020 Q2	$486K	Buy	15,160 +1,507	+11%	+$45.3K	0.19%	25
2020 Q1	$374K	Buy	13,653 +3,038	+29%	+$100K	0.14%	29
2019 Q4	$381K	Buy	10,615 +307	+3%	+$10.5K	0.13%	47
2019 Q3	$335K	Buy	+10,308	New	+$339K	0.12%	52
2019 Q2	–	Sell	-17,020	Closed	-$580K	–	945
2019 Q1	$580K	Hold	17,020	–	–	0.23%	25
2018 Q4	$522K	Buy	17,020 +235	+1%	+$7.39K	0.2%	36
2018 Q3	$560K	Hold	16,785	–	–	0.2%	40
2018 Q2	$565K	Buy	+16,785	New	+$606K	0.21%	32

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ESGE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.5% in Q2 2026, buying an estimated $95.6K and bringing the position to 75,966 shares worth $4.15M. The position accounts for 0.52% of the portfolio, ranked #28.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ESGE in Q2 2018 and has held it in 32 quarters since. 223 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 75,966 shares of iShares ESG Aware MSCI EM ETF worth $4.15M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1,830 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $95.6K.
iShares ESG Aware MSCI EM ETF made up 0.52% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #28 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 32 quarters since.
223 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.