Horst & Graben Wealth Management’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	$2.04M	Sell	40,089 -909	-2%	-$43K	0.28%	56
2025 Q4	$1.81M	Buy	40,998 +6,034	+17%	+$266K	0.27%	49
2025 Q3	$1.52M	Buy	34,964 +607	+2%	+$24.8K	0.23%	60
2025 Q2	$1.35M	Buy	34,357 +549	+2%	+$19.9K	0.22%	63
2025 Q1	$1.18M	Sell	33,808 -2,251	-6%	-$78.4K	0.21%	62
2024 Q4	$1.2M	Buy	36,059 +2,014	+6%	+$71.1K	0.21%	56
2024 Q3	$1.24M	Buy	34,045 +583	+2%	+$19.9K	0.22%	52
2024 Q2	$1.12M	Buy	33,462 +9,730	+41%	+$320K	0.21%	55
2024 Q1	$765K	Sell	23,732 -238	-1%	-$7.5K	0.16%	65
2023 Q4	$768K	Buy	23,970 +2,523	+12%	+$77.8K	0.17%	62
2023 Q3	$649K	Sell	21,447 -10,889	-34%	-$345K	0.16%	59
2023 Q2	$1.02M	Sell	32,336 -537	-2%	-$16.8K	0.24%	44
2023 Q1	$1.03M	Buy	32,873 +1,704	+5%	+$54K	0.26%	46
2022 Q4	$937K	Sell	31,169 -2,290	-7%	-$67.1K	0.25%	51
2022 Q3	$926K	Buy	33,459 +1,972	+6%	+$61.5K	0.26%	47
2022 Q2	$1.02M	Buy	31,487 +15,201	+93%	+$515K	0.28%	48
2022 Q1	$598K	Buy	16,286 +307	+2%	+$11.8K	0.15%	70
2021 Q4	$635K	Sell	15,979 -866	-5%	-$35.7K	0.16%	69
2021 Q3	$698K	Sell	16,845 -6,872	-29%	-$294K	0.19%	57
2021 Q2	$1.07M	Buy	23,717 +2,313	+11%	+$102K	0.3%	46
2021 Q1	$927K	Buy	21,404 +9,028	+73%	+$401K	0.29%	49
2020 Q4	$520K	Buy	12,376 +2,012	+19%	+$78.4K	0.18%	66
2020 Q3	$369K	Buy	+10,364	New	+$367K	0.14%	81
2020 Q2	–	Sell	-50,977	Closed	-$1.4M	–	100
2020 Q1	$1.4M	Buy	+50,977	New	+$1.68M	0.73%	19