Y-Intercept (HK)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Y-Intercept (HK)’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	–	Sell	-24,913	Closed	-$1.13M	–	1837
2026 Q1	$1.13M	Hold	24,913	–	–	0.02%	979
2025 Q4	$1.1M	Hold	24,913	–	–	0.02%	940
2025 Q3	$1.08M	Sell	24,913 -20,921	-46%	-$854K	0.03%	942
2025 Q2	$1.8M	Buy	+45,834	New	+$1.66M	0.04%	656
2024 Q4	–	Sell	-60,158	Closed	-$2.19M	–	1313
2024 Q3	$2.19M	Buy	60,158 +40,264	+202%	+$1.37M	0.13%	186
2024 Q2	$667K	Buy	19,894 +7,521	+61%	+$248K	0.04%	692
2024 Q1	$399K	Sell	12,373 -18,035	-59%	-$568K	0.03%	826
2023 Q4	$975K	Buy	+30,408	New	+$938K	0.09%	328
2023 Q2	–	Sell	-8,304	Closed	-$261K	–	1392
2023 Q1	$261K	Buy	+8,304	New	+$263K	0.03%	836
2021 Q4	–	Sell	-15,402	Closed	-$638K	–	654
2021 Q3	$638K	Buy	+15,402	New	+$658K	0.12%	278
2021 Q2	–	Sell	-17,021	Closed	-$734K	–	699
2021 Q1	$734K	Buy	+17,021	New	+$757K	0.2%	158

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