Addison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Sell |
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|
2025
Q2 | $569K | Sell |
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2025
Q1 | $522K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $681K | Buy |
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|
2020
Q4 | $310K | Buy |
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