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CGN Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CGN Advisors’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 		$671K Buy
12,267
+17
+0.1% +$888 0.05% 205
2026
Q1 		$557K Sell
12,250
-655
-5% -$31K 0.04% 215
2025
Q4 		$570K Buy
12,905
+141
+1% +$6.22K 0.05% 216
2025
Q3 		$554K Buy
12,764
+1,417
+12% +$57.8K 0.05% 209
2025
Q2 		$444K Buy
11,347
+315
+3% +$11.4K 0.04% 225
2025
Q1 		$386K Sell
11,032
-557
-5% -$19.4K 0.04% 236
2024
Q4 		$387K Buy
11,589
+1,259
+12% +$44.4K 0.04% 227
2024
Q3 		$376K Buy
10,330
+3,333
+48% +$114K 0.04% 224
2024
Q2 		$235K Buy
+6,997
New +$230K 0.03% 252
2023
Q4 		– Sell
-7,453
Closed -$226K – 251
2023
Q3 		$226K Buy
7,453
+711
+11% +$22.5K 0.03% 243
2023
Q2 		$213K Buy
6,742
+189
+3% +$5.93K 0.03% 219
2023
Q1 		$206K Buy
+6,553
New +$208K 0.03% 215
2022
Q4 		– Sell
-8,652
Closed -$239K – 219
2022
Q3 		$239K Buy
+8,652
New +$270K 0.06% 210
2021
Q3 		– Sell
-8,076
Closed -$365K – 200
2021
Q2 		$365K Sell
8,076
-105
-1% -$4.65K 0.12% 160
2021
Q1 		$354K Buy
8,181
+1,171
+17% +$52.1K 0.13% 149
2020
Q4 		$294K Buy
+7,010
New +$273K 0.12% 157

Other funds holding ESGE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM