Tompkins Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Tompkins Financial’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	$32.3K	Hold	590	–	–	﹤0.01%	366
2026 Q1	$26.8K	Sell	590 -401	-40%	-$19K	﹤0.01%	367
2025 Q4	$43.8K	Buy	991 +401	+68%	+$17.7K	﹤0.01%	318
2025 Q3	$25.6K	Hold	590	–	–	﹤0.01%	369
2025 Q2	$23.1K	Hold	590	–	–	﹤0.01%	377
2025 Q1	$20.6K	Sell	590 -123	-17%	-$4.28K	﹤0.01%	398
2024 Q4	$23.8K	Buy	713 +590	+480%	+$20.8K	﹤0.01%	376
2024 Q3	$4.48K	Sell	123 -1,166	-90%	-$39.8K	﹤0.01%	521
2024 Q2	$43.2K	Hold	1,289	–	–	﹤0.01%	359
2024 Q1	$41.5K	Sell	1,289 -83,345	-98%	-$2.63M	﹤0.01%	371
2023 Q4	$2.71M	Buy	84,634 +499	+0.6%	+$15.4K	0.33%	58
2023 Q3	$2.55M	Sell	84,135 -650	-0.8%	-$20.6K	0.4%	55
2023 Q2	$2.68M	Sell	84,785 -1,302	-2%	-$40.8K	0.42%	57
2023 Q1	$2.71M	Sell	86,087 -5,718	-6%	-$181K	0.44%	55
2022 Q4	$2.76M	Buy	91,805 +5,181	+6%	+$152K	0.44%	56
2022 Q3	$2.4M	Buy	86,624 +4,003	+5%	+$125K	0.4%	62
2022 Q2	$2.67M	Buy	82,621 +1,437	+2%	+$48.7K	0.43%	55
2022 Q1	$2.98M	Buy	81,184 +5,267	+7%	+$202K	0.42%	56
2021 Q4	$3.02M	Buy	75,917 +4,321	+6%	+$178K	0.54%	52
2021 Q3	$2.97M	Buy	+71,596	New	+$3.06M	0.54%	54
2021 Q1	$2.79M	Buy	64,471 +835	+1%	+$37.1K	0.47%	53
2020 Q4	$2.67M	Buy	63,636 +3,469	+6%	+$135K	0.48%	53
2020 Q3	$2.14M	Buy	60,167 +1,125	+2%	+$39.9K	0.41%	63
2020 Q2	$1.89M	Buy	59,042 +212	+0.4%	+$6.37K	0.4%	63
2020 Q1	$1.61M	Buy	58,830 +1,435	+3%	+$47.4K	0.37%	66
2019 Q4	$2.06M	Buy	57,395 +3,819	+7%	+$131K	0.38%	65
2019 Q3	$1.74M	Buy	53,576 +6,216	+13%	+$204K	0.35%	65
2019 Q2	$1.61M	Buy	47,360 +2,734	+6%	+$92.3K	0.32%	66
2019 Q1	$1.52M	Buy	44,626 +3,635	+9%	+$121K	0.29%	67
2018 Q4	$1.26M	Buy	40,991 +1,981	+5%	+$62.3K	0.28%	72
2018 Q3	$1.3M	Buy	39,010 +3,085	+9%	+$104K	0.27%	72
2018 Q2	$1.21M	Buy	35,925 +785	+2%	+$28.3K	0.26%	72
2018 Q1	$1.33M	Buy	+35,140	New	+$1.36M	0.3%	71

Other funds holding ESGE

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B 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 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

AIM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM