XY Planning Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

XY Planning Network’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	$2.27M	Sell	41,579 -2,217	-5%	-$116K	0.29%	81
2026 Q1	$2.01M	Buy	43,796 +444	+1%	+$21K	0.32%	74
2025 Q4	$1.91M	Buy	43,352 +2,283	+6%	+$101K	0.33%	77
2025 Q3	$1.61M	Hold	41,069	–	–	0.55%	50
2025 Q2	$1.61M	Buy	41,069 +4,924	+14%	+$178K	0.55%	50
2025 Q1	$1.26M	Sell	36,145 -1,319	-4%	-$45.9K	0.84%	35
2024 Q4	$1.25M	Buy	+37,464	New	+$1.32M	0.94%	36

Other funds holding ESGE

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 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 $59.6B 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 $9.96B AUM 23.61% 1-Year Est. Return

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

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