Annis Gardner Whiting Capital 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 | $702K | Buy |
17,916
+4,137
| +30% | +$162K | 0.24% | 87 |
|
|
2025
Q1 | $482K | Buy |
13,779
+2,764
| +25% | +$96.6K | 0.2% | 104 |
|
|
2024
Q4 | $368K | Hold |
11,015
| – | – | 0.1% | 159 |
|
|
2024
Q3 | $401K | Buy |
11,015
+277
| +3% | +$10.1K | 0.11% | 149 |
|
|
2024
Q2 | $360K | Hold |
10,738
| – | – | 0.1% | 163 |
|
|
2024
Q1 | $346K | Buy |
10,738
+4,668
| +77% | +$150K | 0.12% | 133 |
|
|
2023
Q4 | $195K | Buy |
6,070
+42
| +0.7% | +$1.35K | 0.09% | 155 |
|
|
2023
Q3 | $183K | Buy |
+6,028
| New | +$183K | 0.1% | 145 |
|