Buckingham Strategic Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.08M	Buy	62,143 +2,930	+5%	+$96.5K	0.02%	232
2024 Q1	$1.91M	Buy	59,213 +2,727	+5%	+$85.9K	0.02%	248
2023 Q4	$1.81M	Buy	56,486 +17,998	+47%	+$555K	0.02%	246
2023 Q3	$1.17M	Buy	38,488 +11,731	+44%	+$371K	0.02%	278
2023 Q2	$846K	Buy	26,757 +2,408	+10%	+$75.5K	0.01%	319
2023 Q1	$732K	Hold	24,349	–	–	0.01%	312
2022 Q4	$732K	Buy	24,349 +6,638	+37%	+$195K	0.01%	314
2022 Q3	$490K	Sell	17,711 -10,867	-38%	-$339K	0.01%	375
2022 Q2	$923K	Buy	28,578 +14,262	+100%	+$484K	0.02%	269
2022 Q1	$526K	Buy	14,316 +5,098	+55%	+$196K	0.01%	358
2021 Q4	$366K	Buy	9,218 +398	+5%	+$16.4K	0.01%	428
2021 Q3	$366K	Buy	+8,820	New	+$377K	0.01%	420