ABLE Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,533
Closed -$243K 177
2024
Q1
$243K Buy
7,533
+299
+4% +$9.64K 0.1% 139
2023
Q4
$232K Buy
7,234
+72
+1% +$2.31K 0.1% 136
2023
Q3
$217K Sell
7,162
-838
-10% -$25.4K 0.11% 127
2023
Q2
$253K Buy
8,000
+1,359
+20% +$43K 0.13% 116
2023
Q1
$209K Buy
+6,641
New +$209K 0.14% 123