A&I Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

A&I Financial Services’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	$684K	Sell	12,506 -396	-3%	-$20.7K	0.3%	47
2026 Q1	$587K	Sell	12,902 -1,129	-8%	-$53.4K	0.28%	50
2025 Q4	$620K	Buy	14,031 +172	+1%	+$7.58K	0.29%	47
2025 Q3	$607K	Sell	13,859 -246	-2%	-$10K	0.3%	43
2025 Q2	$552K	Buy	14,105 +541	+4%	+$19.6K	0.31%	42
2025 Q1	$474K	Buy	13,564 +1,107	+9%	+$38.5K	0.32%	46
2024 Q4	$416K	Buy	+12,457	New	+$440K	0.41%	43

Other funds holding ESGE

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

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

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM