Wealth Architects’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	$1.54M	Sell	33,899 -103	-0.3%	-$4.87K	0.14%	74
2025 Q4	$1.5M	Sell	34,002 -174	-0.5%	-$7.67K	0.14%	78
2025 Q3	$1.48M	Sell	34,176 -600	-2%	-$24.5K	0.14%	75
2025 Q2	$1.36M	Sell	34,776 -177	-0.5%	-$6.41K	0.14%	77
2025 Q1	$1.22M	Buy	34,953 +360	+1%	+$12.5K	0.13%	78
2024 Q4	$1.16M	Sell	34,593 -1,429	-4%	-$50.4K	0.13%	75
2024 Q3	$1.31M	Hold	36,022	–	–	0.15%	69
2024 Q2	$1.21M	Buy	36,022 +2,338	+7%	+$77K	0.15%	69
2024 Q1	$1.09M	Buy	33,684 +388	+1%	+$12.2K	0.14%	72
2023 Q4	$1.07M	Sell	33,296 -174	-0.5%	-$5.37K	0.15%	69
2023 Q3	$1.01M	Sell	33,470 -58	-0.2%	-$1.84K	0.17%	67
2023 Q2	$1.06M	Sell	33,528 -458	-1%	-$14.4K	0.18%	64
2023 Q1	$1.07M	Sell	33,986 -396	-1%	-$12.5K	0.19%	61
2022 Q4	$1.03M	Buy	34,382 +24,535	+249%	+$719K	0.2%	58
2022 Q3	$272K	Buy	+9,847	New	+$307K	0.06%	133