Advisornet Financial’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 | $285K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $746K | Buy |
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|
2022
Q1 | $668K | Buy |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $2.95M | Buy |
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|
2019
Q4 | $16K | Buy |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $5K | Buy |
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