Avantax Planning Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,422	Closed	-$234K	–	375
2023 Q1	$234K	Hold	7,422	–	–	0.01%	331
2022 Q4	$223K	Buy	+7,422	New	+$223K	0.01%	339
2022 Q2	–	Sell	-8,090	Closed	-$297K	–	353
2022 Q1	$297K	Buy	+8,090	New	+$297K	0.01%	284