Neumann Capital 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 Q2	–	Sell	-34,055	Closed	-$1.55M	–	75
2026 Q1	$1.55M	Sell	34,055 -770	-2%	-$36.4K	0.46%	51
2025 Q4	$1.54M	Sell	34,825 -1,460	-4%	-$64.4K	0.44%	49
2025 Q3	$1.58M	Sell	36,285 -150	-0.4%	-$6.12K	0.46%	47
2025 Q2	$1.43M	Sell	36,435 -700	-2%	-$25.3K	0.45%	50
2025 Q1	$1.3M	Sell	37,135 -1,200	-3%	-$41.8K	0.45%	50
2024 Q4	$1.28M	Sell	38,335 -1,100	-3%	-$38.8K	0.43%	50
2024 Q3	$1.44M	Hold	39,435	–	–	0.48%	47
2024 Q2	$1.32M	Sell	39,435 -500	-1%	-$16.5K	0.45%	47
2024 Q1	$1.29M	Buy	39,935 +1,460	+4%	+$46K	0.46%	49
2023 Q4	$1.23M	Buy	38,475 +1,600	+4%	+$49.4K	0.49%	47
2023 Q3	$1.12M	Buy	36,875 +310	+0.8%	+$9.82K	0.49%	52
2023 Q2	$1.16M	Buy	36,565 +300	+0.8%	+$9.41K	0.48%	49
2023 Q1	$1.14M	Buy	36,265 +700	+2%	+$22.2K	0.5%	48
2022 Q4	$1.07M	Buy	35,565 +4,220	+13%	+$124K	0.5%	51
2022 Q3	$867K	Buy	31,345 +800	+3%	+$25K	0.45%	56
2022 Q2	$987K	Buy	30,545 +7,025	+30%	+$238K	0.5%	51
2022 Q1	$864K	Buy	23,520 +5,400	+30%	+$207K	0.37%	56
2021 Q4	$720K	Buy	18,120 +2,270	+14%	+$93.6K	0.29%	59
2021 Q3	$657K	Buy	15,850 +5,050	+47%	+$216K	0.29%	59
2021 Q2	$488K	Buy	+10,800	New	+$478K	0.22%	63

Other funds holding ESGE