FWP
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Firethorn Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Firethorn Wealth Partners’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
2023
Q1 		– Sell
-6,754
Closed -$203K – 134
2022
Q4 		$203K Sell
6,754
-20,516
-75% -$601K 0.17% 116
2022
Q3 		$755K Sell
27,270
-39
-0.1% -$1.22K 0.7% 31
2022
Q2 		$866K Sell
27,309
-8,185
-23% -$278K 0.7% 30
2022
Q1 		$1.3M Buy
35,494
+4,450
+14% +$171K 0.99% 19
2021
Q4 		$1.23M Buy
+31,044
New +$1.28M 0.92% 21
2021
Q2 		$2.48M Buy
55,046
+1,077
+2% +$47.7K 2.08% 10
2021
Q1 		$2.34M Sell
53,969
-19,439
-26% -$864K 2.18% 10
2020
Q4 		$3.08M Buy
+73,408
New +$2.86M 3.33% 6

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