DAS
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Diversify Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-11,840
Closed -$553K – 422
2025
Q4 		$553K Sell
11,840
-174
-1% -$7.67K 0.02% 574
2025
Q3 		$541K Sell
12,014
-6,084
-34% -$248K 0.02% 539
2025
Q2 		$734K Buy
18,098
+2,108
+13% +$76.3K 0.03% 411
2025
Q1 		$560K Sell
15,990
-2,338
-13% -$81.4K 0.04% 339
2024
Q4 		$603K Sell
18,328
-3,536
-16% -$125K 0.03% 329
2024
Q3 		$791K Buy
21,864
+251
+1% +$8.57K 0.04% 293
2024
Q2 		$746K Buy
21,613
+4,114
+24% +$136K 0.04% 300
2024
Q1 		$566K Buy
+17,499
New +$551K 0.03% 394

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TWIM
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