McKinley Carter Wealth Services’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	$1.08M	Sell	23,743 -2,717	-10%	-$128K	0.06%	164
2025 Q4	$1.17M	Sell	26,460 -2,565	-9%	-$113K	0.07%	164
2025 Q3	$1.26M	Sell	29,025 -107	-0.4%	-$4.37K	0.07%	156
2025 Q2	$1.14M	Sell	29,132 -1,064	-4%	-$38.5K	0.06%	158
2025 Q1	$1.06M	Buy	30,196 +4,074	+16%	+$142K	0.07%	156
2024 Q4	$872K	Buy	26,122 +1,383	+6%	+$48.8K	0.05%	164
2024 Q3	$901K	Buy	24,739 +374	+2%	+$12.8K	0.05%	168
2024 Q2	$817K	Sell	24,365 -654	-3%	-$21.5K	0.05%	171
2024 Q1	$806K	Sell	25,019 -448	-2%	-$14.1K	0.05%	169
2023 Q4	$816K	Buy	25,467 +2,945	+13%	+$90.8K	0.06%	161
2023 Q3	$682K	Sell	22,522 -244	-1%	-$7.73K	0.05%	171
2023 Q2	$720K	Sell	22,766 -985	-4%	-$30.9K	0.05%	175
2023 Q1	$748K	Buy	23,751 +2,291	+11%	+$72.6K	0.06%	174
2022 Q4	$645K	Buy	21,460 +409	+2%	+$12K	0.05%	176
2022 Q3	$582K	Buy	21,051 +372	+2%	+$11.6K	0.05%	170
2022 Q2	$668K	Buy	20,679 +1,955	+10%	+$66.3K	0.06%	169
2022 Q1	$688K	Buy	18,724 +2,178	+13%	+$83.6K	0.05%	175
2021 Q4	$658K	Buy	16,546 +11,439	+224%	+$472K	0.05%	170
2021 Q3	$211K	Sell	5,107 -60	-1%	-$2.56K	0.02%	275
2021 Q2	$233K	Buy	+5,167	New	+$229K	0.02%	262