Tiedemann Advisors’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
2023 Q3	$1.86M	Sell	61,262 -74,169	-55%	-$2.35M	0.08%	77
2023 Q2	$4.28M	Sell	135,431 -1,483	-1%	-$46.5K	0.18%	52
2023 Q1	$4.31M	Buy	136,914 +45,068	+49%	+$1.43M	0.2%	49
2022 Q4	$2.76M	Sell	91,846 -39,918	-30%	-$1.17M	0.13%	64
2022 Q3	$3.65M	Buy	131,764 +72,619	+123%	+$2.27M	0.22%	52
2022 Q2	$1.91M	Sell	59,145 -6,404	-10%	-$217K	0.14%	73
2022 Q1	$2.41M	Buy	65,549 +33,271	+103%	+$1.28M	0.12%	78
2021 Q4	$1.28M	Buy	32,278 +1,624	+5%	+$67K	0.06%	122
2021 Q3	$1.27M	Sell	30,654 -1,062	-3%	-$45.4K	0.07%	116
2021 Q2	$1.43M	Hold	31,716	–	–	0.06%	134
2021 Q1	$1.37M	Hold	31,716	–	–	0.06%	133
2020 Q4	$1.33M	Sell	31,716 -3,476	-10%	-$136K	0.06%	126
2020 Q3	$1.25M	Sell	35,192 -46,314	-57%	-$1.64M	0.06%	156
2020 Q2	$2.61M	Buy	81,506 +48,534	+147%	+$1.46M	0.14%	98
2020 Q1	$902K	Buy	+32,972	New	+$1.09M	0.06%	161