LifePlan Investment Advisors’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	$311K	Buy	7,946 +269	+4%	+$10.5K	0.15%	90
2025 Q1	$268K	Buy	7,677 +881	+13%	+$30.8K	0.15%	84
2024 Q4	$227K	Buy	+6,796	New	+$227K	0.14%	92