GC Wealth Management RIA’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

GC Wealth Management RIA’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	$435K	Sell	7,948 -557	-7%	-$29.1K	0.03%	352
2026 Q1	$387K	Buy	8,505 +651	+8%	+$30.8K	0.02%	387
2025 Q4	$347K	Sell	7,854 -1,247	-14%	-$55K	0.01%	429
2025 Q3	$395K	Buy	9,101 +1,730	+23%	+$70.6K	0.01%	627
2025 Q2	$289K	Buy	7,371 +222	+3%	+$8.04K	0.02%	448
2025 Q1	$250K	Buy	+7,149	New	+$249K	0.05%	267
2024 Q2	–	Sell	-13,635	Closed	-$439K	–	271
2024 Q1	$439K	Buy	+13,635	New	+$430K	0.09%	181

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

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