GC Wealth Management RIA’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Buy	7,371 +222	+3%	+$8.7K	0.02%	448
2025 Q1	$250K	Buy	+7,149	New	+$250K	0.05%	267
2024 Q2	–	Sell	-13,635	Closed	-$439K	–	271
2024 Q1	$439K	Buy	+13,635	New	+$439K	0.09%	181