Richard P. Slaughter Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Richard P. Slaughter Associates’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	Buy	7,945 +1,343	+20%	+$70.2K	0.09%	78
2026 Q1	$300K	Buy	6,602 +1,286	+24%	+$60.8K	0.06%	83
2025 Q4	$235K	Buy	5,316 +6	+0.1%	+$265	0.05%	95
2025 Q3	$231K	Sell	5,310 -76	-1%	-$3.1K	0.05%	98
2025 Q2	$211K	Sell	5,386 -3,465	-39%	-$125K	0.04%	112
2025 Q1	$309K	Sell	8,851 -1,915	-18%	-$66.7K	0.07%	102
2024 Q4	$359K	Sell	10,766 -342	-3%	-$12.1K	0.08%	121
2024 Q3	$404K	Buy	11,108 +1,366	+14%	+$46.6K	0.09%	118
2024 Q2	$327K	Buy	+9,742	New	+$321K	0.08%	119

Other funds holding ESGE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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