Founders Financial Alliance’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	$32.2K	Hold	709	–	–	0.01%	548
2025 Q4	$31.3K	Hold	709	–	–	0.01%	457
2025 Q3	$30.8K	Hold	709	–	–	0.01%	533
2025 Q2	$27.8K	Hold	709	–	–	0.01%	419
2025 Q1	$24.8K	Hold	709	–	–	0.01%	484
2024 Q4	$23.7K	Sell	709 -1,800	-72%	-$63.5K	0.01%	429
2024 Q3	$91.4K	Sell	2,509 -221	-8%	-$7.55K	0.03%	340
2024 Q2	$91.5K	Hold	2,730	–	–	0.03%	328
2024 Q1	$88K	Buy	2,730 +2,250	+469%	+$70.9K	0.03%	335
2023 Q4	$15.4K	Hold	480	–	–	0.01%	410
2023 Q3	$14.5K	Hold	480	–	–	0.01%	398
2023 Q2	$15.2K	Hold	480	–	–	0.01%	425
2023 Q1	$15.1K	Hold	480	–	–	0.01%	385
2022 Q4	$14.4K	Sell	480 -397	-45%	-$11.6K	0.01%	406
2022 Q3	$24K	Sell	877 -359	-29%	-$11.2K	0.01%	376
2022 Q2	$40K	Sell	1,236 -89	-7%	-$3.02K	0.02%	354
2022 Q1	$49K	Sell	1,325 -149	-10%	-$5.72K	0.02%	325
2021 Q4	$59K	Sell	1,474 -466	-24%	-$19.2K	0.02%	348
2021 Q3	$81K	Buy	1,940 +782	+68%	+$33.4K	0.04%	297
2021 Q2	$52K	Hold	1,158	–	–	0.02%	341
2021 Q1	$49K	Sell	1,158 -2,496	-68%	-$111K	0.02%	333
2020 Q4	$153K	Buy	3,654 +2,654	+265%	+$103K	0.09%	217
2020 Q3	$36K	Buy	+1,000	New	+$35.4K	0.02%	439