AWA
Aaron Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
7,650
+47
| +0.6% | +$1.84K | 0.03% | 358 |
|
|
2025
Q1 | $266K | Sell |
7,603
-807
| -10% | -$28.2K | 0.03% | 360 |
|
|
2024
Q4 | $281K | Buy |
8,410
+86
| +1% | +$2.87K | 0.03% | 331 |
|
|
2024
Q3 | $303K | Hold |
8,324
| – | – | 0.04% | 303 |
|
|
2024
Q2 | $279K | Sell |
8,324
-1,145
| -12% | -$38.4K | 0.04% | 249 |
|
|
2024
Q1 | $305K | Buy |
+9,469
| New | +$305K | 0.04% | 219 |
|
|
2022
Q4 | – | Sell |
-7,591
| Closed | -$210K | – | 249 |
|
|
2022
Q3 | $210K | Sell |
7,591
-4,740
| -38% | -$131K | 0.04% | 204 |
|
|
2022
Q2 | $398K | Sell |
12,331
-366,942
| -97% | -$11.8M | 0.1% | 119 |
|
|
2022
Q1 | $10.3M | Buy |
379,273
+368,994
| +3,590% | +$10M | 0.14% | 76 |
|
|
2021
Q4 | $408K | Buy |
10,279
+245
| +2% | +$9.73K | 0.11% | 118 |
|
|
2021
Q3 | $415K | Hold |
10,034
| – | – | 0.12% | 103 |
|
|
2021
Q2 | $453K | Buy |
10,034
+4,740
| +90% | +$214K | 0.15% | 97 |
|
|
2021
Q1 | $229K | Buy |
+5,294
| New | +$229K | 0.08% | 137 |
|