AE Wealth Management’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 | $198K | Buy |
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|
2025
Q2 | $145K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $776K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $4.47M | Sell |
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|
2021
Q4 | $4.95M | Sell |
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|
2021
Q3 | $6.8M | Sell |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $8.36M | Sell |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $2.8M | Sell |
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|
2020
Q2 | $5.52M | Buy |
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|
2020
Q1 | $2.92M | Buy |
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