Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17K | Hold |
373
| – | – | ﹤0.01% | 1595 |
|
|
2025
Q4 | $16.5K | Hold |
373
| – | – | ﹤0.01% | 1627 |
|
|
2025
Q3 | $16.2K | Sell |
373
-35
| -9% | -$1.43K | ﹤0.01% | 1287 |
|
|
2025
Q2 | $16K | Hold |
408
| – | – | ﹤0.01% | 1275 |
|
|
2025
Q1 | $14.3K | Buy |
408
+24
| +6% | +$836 | ﹤0.01% | 1260 |
|
|
2024
Q4 | $12.8K | Sell |
384
-289
| -43% | -$10.2K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $24.5K | Sell |
673
-188
| -22% | -$6.42K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $28.9K | Sell |
861
-146
| -14% | -$4.81K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $32.5K | Sell |
1,007
-163
| -14% | -$5.14K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $37.5K | Buy |
1,170
+80
| +7% | +$2.47K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $33K | Hold |
1,090
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q2 | $34.5K | Sell |
1,090
-9
| -0.8% | -$282 | ﹤0.01% | 1001 |
|
|
2023
Q1 | $34.6K | Sell |
1,099
-1,056
| -49% | -$33.5K | ﹤0.01% | 992 |
|
|
2022
Q4 | $65K | Sell |
2,155
-852
| -28% | -$25K | ﹤0.01% | 912 |
|
|
2022
Q3 | $83K | Sell |
3,007
-482
| -14% | -$15K | ﹤0.01% | 955 |
|
|
2022
Q2 | $113K | Sell |
3,489
-5,599
| -62% | -$190K | ﹤0.01% | 932 |
|
|
2022
Q1 | $334K | Buy |
9,088
+1,348
| +17% | +$51.8K | 0.01% | 654 |
|
|
2021
Q4 | $308K | Buy |
7,740
+1,160
| +18% | +$47.8K | 0.01% | 680 |
|
|
2021
Q3 | $273K | Sell |
6,580
-416
| -6% | -$17.8K | 0.01% | 698 |
|
|
2021
Q2 | $315K | Buy |
6,996
+520
| +8% | +$23K | 0.01% | 656 |
|
|
2021
Q1 | $281K | Sell |
6,476
-1,051
| -14% | -$46.7K | 0.01% | 648 |
|
|
2020
Q4 | $316K | Buy |
7,527
+2,781
| +59% | +$108K | 0.01% | 550 |
|
|
2020
Q3 | $169K | Buy |
+4,746
| New | +$168K | 0.01% | 624 |
|
Other funds holding ESGE
WL
TWIM
