Financial Planning Fort Collins’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Planning Fort Collins’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	$302K	Sell	5,661 -276	-5%	-$14.4K	0.24%	27
2026 Q1	$302K	Sell	5,937 -53	-0.9%	-$2.51K	0.24%	28
2025 Q4	$265K	Buy	+5,990	New	+$264K	0.23%	25

Other funds holding ESGE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM