Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
408
| – | – | ﹤0.01% | 1258 |
|
|
2025
Q1 | $14.3K | Buy |
408
+24
| +6% | +$839 | ﹤0.01% | 1243 |
|
|
2024
Q4 | $12.8K | Sell |
384
-289
| -43% | -$9.65K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $24.5K | Sell |
673
-188
| -22% | -$6.85K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $28.9K | Sell |
861
-146
| -14% | -$4.9K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $32.5K | Sell |
1,007
-163
| -14% | -$5.25K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $37.5K | Buy |
1,170
+80
| +7% | +$2.57K | ﹤0.01% | 982 |
|
|
2023
Q3 | $33K | Hold |
1,090
| – | – | ﹤0.01% | 986 |
|
|
2023
Q2 | $34.5K | Sell |
1,090
-9
| -0.8% | -$285 | ﹤0.01% | 975 |
|
|
2023
Q1 | $34.6K | Sell |
1,099
-1,056
| -49% | -$33.2K | ﹤0.01% | 965 |
|
|
2022
Q4 | $65K | Sell |
2,155
-852
| -28% | -$25.7K | ﹤0.01% | 883 |
|
|
2022
Q3 | $83K | Sell |
3,007
-482
| -14% | -$13.3K | ﹤0.01% | 923 |
|
|
2022
Q2 | $113K | Sell |
3,489
-5,599
| -62% | -$181K | ﹤0.01% | 905 |
|
|
2022
Q1 | $334K | Buy |
9,088
+1,348
| +17% | +$49.5K | 0.01% | 640 |
|
|
2021
Q4 | $308K | Buy |
7,740
+1,160
| +18% | +$46.2K | 0.01% | 673 |
|
|
2021
Q3 | $273K | Sell |
6,580
-416
| -6% | -$17.3K | 0.01% | 688 |
|
|
2021
Q2 | $315K | Buy |
6,996
+520
| +8% | +$23.4K | 0.01% | 647 |
|
|
2021
Q1 | $281K | Sell |
6,476
-1,051
| -14% | -$45.6K | 0.01% | 639 |
|
|
2020
Q4 | $316K | Buy |
7,527
+2,781
| +59% | +$117K | 0.01% | 538 |
|
|
2020
Q3 | $169K | Buy |
+4,746
| New | +$169K | 0.01% | 606 |
|