Archer Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Archer Investment Management’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	$3.19M	Sell	58,417 -1,518	-3%	-$79.3K	1.09%	26
2026 Q1	$2.73M	Buy	59,935 +5,724	+11%	+$271K	1.15%	29
2025 Q4	$2.39M	Sell	54,211 -10,592	-16%	-$467K	1.29%	25
2025 Q3	$2.81M	Buy	+64,803	New	+$2.64M	1.73%	19

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

Stanich Group Montauk, New York $159M AUM 24.04% 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

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