Farther Finance 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	$2.3M	Buy	50,197 +14,472	+41%	+$684K	0.02%	584
2025 Q4	$1.58M	Buy	35,725 +19,712	+123%	+$869K	0.02%	678
2025 Q3	$695K	Buy	16,013 +2,608	+19%	+$106K	0.01%	910
2025 Q2	$525K	Sell	13,405 -1,622	-11%	-$58.7K	0.01%	885
2025 Q1	$527K	Buy	15,027 +3,323	+28%	+$116K	0.01%	764
2024 Q4	$391K	Sell	11,704 -98	-0.8%	-$3.46K	0.01%	683
2024 Q3	$430K	Sell	11,802 -173	-1%	-$5.91K	0.02%	657
2024 Q2	$402K	Buy	11,975 +1,739	+17%	+$57.3K	0.02%	565
2024 Q1	$331K	Sell	10,236 -4,602	-31%	-$145K	0.02%	506
2023 Q4	$476K	Sell	14,838 -19,170	-56%	-$591K	0.03%	360
2023 Q3	$1.03M	Buy	34,008 +2,010	+6%	+$63.7K	0.16%	120
2023 Q2	$1.01M	Buy	31,998 +2,739	+9%	+$85.9K	0.22%	86
2023 Q1	$921K	Buy	29,259 +5,145	+21%	+$163K	0.27%	74
2022 Q4	$725K	Buy	+24,114	New	+$707K	0.28%	71