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

Essential Planning’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-190,898
Closed -$6.74M – 147
2024
Q4 		$6.74M Buy
+190,898
New +$6.74M 0.04% 99