Crewe Advisors’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
2026 Q1	$18K	Hold	395	–	–	﹤0.01%	542
2025 Q4	$17.4K	Hold	395	–	–	﹤0.01%	514
2025 Q3	$17.2K	Hold	395	–	–	﹤0.01%	528
2025 Q2	$15.5K	Hold	395	–	–	﹤0.01%	406
2025 Q1	$13.8K	Buy	395 +9	+2%	+$313	﹤0.01%	392
2024 Q4	$12.9K	Hold	386	–	–	﹤0.01%	404
2024 Q3	$14.1K	Hold	386	–	–	﹤0.01%	442
2024 Q2	$12.9K	Hold	386	–	–	﹤0.01%	639
2024 Q1	$12.4K	Sell	386 -13	-3%	-$410	﹤0.01%	586
2023 Q4	$12.8K	Buy	399 +12	+3%	+$370	﹤0.01%	191
2023 Q3	$11.7K	Hold	387	–	–	﹤0.01%	233
2023 Q2	$12.2K	Hold	387	–	–	﹤0.01%	393
2023 Q1	$12.2K	Hold	387	–	–	﹤0.01%	510
2022 Q4	$11.6K	Hold	387	–	–	﹤0.01%	528
2022 Q3	$11K	Buy	+387	New	+$12.1K	﹤0.01%	629