SFO
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Stokes Family Office’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stokes Family Office’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,514
Closed -$379K – 255
2023
Q3 		$379K Buy
12,514
+144
+1% +$4.56K 0.04% 210
2023
Q2 		$391K Sell
12,370
-152
-1% -$4.77K 0.05% 210
2023
Q1 		$394K Sell
12,522
-85
-0.7% -$2.69K 0.05% 194
2022
Q4 		$379K Sell
12,607
-475
-4% -$13.9K 0.05% 190
2022
Q3 		$362K Buy
13,082
+814
+7% +$25.4K 0.05% 184
2022
Q2 		$396K Buy
+12,268
New +$416K 0.05% 180
2022
Q1 		– Sell
-6,499
Closed -$258K – 267
2021
Q4 		$258K Buy
+6,499
New +$268K 0.03% 212

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