Hart & Patterson Financial Group’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
2024 Q4	$1.55M	Sell	46,504 -214	-0.5%	-$7.15K	0.75%	35
2024 Q3	$1.7M	Buy	46,718 +3,771	+9%	+$137K	0.81%	33
2024 Q2	$1.44M	Buy	42,947 +1,832	+4%	+$61.4K	0.71%	32
2024 Q1	$1.33M	Buy	41,115 +3,562	+9%	+$115K	0.66%	34
2023 Q4	$1.2M	Buy	+37,553	New	+$1.2M	0.63%	31