Bangor Savings Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bangor Savings Bank’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	$257K	Buy	4,703 +91	+2%	+$4.76K	0.02%	191
2026 Q1	$210K	Buy	4,612 +538	+13%	+$25.4K	0.02%	199
2025 Q4	$180K	Buy	4,074 +40	+1%	+$1.76K	0.01%	209
2025 Q3	$175K	Buy	4,034 +183	+5%	+$7.47K	0.01%	211
2025 Q2	$151K	Hold	3,851	–	–	0.01%	217
2025 Q1	$135K	Buy	3,851 +81	+2%	+$2.82K	0.01%	224
2024 Q4	$126K	Buy	3,770 +217	+6%	+$7.66K	0.01%	225
2024 Q3	$129K	Sell	3,553 -4,721	-57%	-$161K	0.01%	226
2024 Q2	$277K	Buy	8,274 +1,285	+18%	+$42.3K	0.03%	184
2024 Q1	$225K	Buy	6,989 +2,883	+70%	+$90.8K	0.02%	194
2023 Q4	$132K	Sell	4,106 -723	-15%	-$22.3K	0.01%	230
2023 Q3	$146K	Sell	4,829 -590	-11%	-$18.7K	0.02%	213
2023 Q2	$171K	Sell	5,419 -460	-8%	-$14.4K	0.02%	205
2023 Q1	$185K	Buy	5,879 +632	+12%	+$20K	0.02%	202
2022 Q4	$158K	Hold	5,247	–	–	0.02%	211
2022 Q3	$145K	Hold	5,247	–	–	0.02%	214
2022 Q2	$170K	Buy	+5,247	New	+$178K	0.02%	208

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