Congress Wealth Management’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
2022 Q2	–	Sell	-8,167	Closed	-$300K	–	569
2022 Q1	$300K	Buy	8,167 +562	+7%	+$20.6K	0.01%	516
2021 Q4	$302K	Buy	+7,605	New	+$302K	0.01%	534