Apella Capital’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 | $2.74M | Buy |
70,033
+1,324
| +2% | +$51.7K | 0.07% | 146 |
|
|
2025
Q1 | $2.27M | Sell |
68,709
-1,571
| -2% | -$51.9K | 0.08% | 129 |
|
|
2024
Q4 | $2.35M | Buy |
70,280
+2,168
| +3% | +$72.4K | 0.09% | 105 |
|
|
2024
Q3 | $2.55M | Buy |
68,112
+2,595
| +4% | +$97.2K | 0.1% | 91 |
|
|
2024
Q2 | $2.26M | Buy |
65,517
+1,954
| +3% | +$67.5K | 0.1% | 91 |
|
|
2024
Q1 | $2.09M | Buy |
63,563
+996
| +2% | +$32.8K | 0.11% | 92 |
|
|
2023
Q4 | $1.96M | Sell |
62,567
-3,773
| -6% | -$118K | 0.11% | 92 |
|
|
2023
Q3 | $2.01M | Buy |
66,340
+1,221
| +2% | +$37K | 0.14% | 85 |
|
|
2023
Q2 | $2.06M | Buy |
+65,119
| New | +$2.06M | 0.15% | 81 |
|
|
2022
Q4 | $1.79M | Buy |
59,478
+10,566
| +22% | +$318K | 0.16% | 77 |
|
|
2022
Q3 | $1.35M | Buy |
48,912
+8,277
| +20% | +$229K | 0.16% | 83 |
|
|
2022
Q2 | $1.31M | Sell |
40,635
-581
| -1% | -$18.8K | 0.16% | 87 |
|
|
2022
Q1 | $1.51M | Buy |
41,216
+7,920
| +24% | +$291K | 0.21% | 71 |
|
|
2021
Q4 | $1.32M | Buy |
33,296
+3,525
| +12% | +$140K | 0.17% | 77 |
|
|
2021
Q3 | $1.23M | Buy |
29,771
+3,177
| +12% | +$132K | 0.18% | 85 |
|
|
2021
Q2 | $1.2M | Buy |
26,594
+5,222
| +24% | +$236K | 0.2% | 82 |
|
|
2021
Q1 | $926K | Buy |
21,372
+11,540
| +117% | +$500K | 0.29% | 65 |
|
|
2020
Q4 | $413K | Buy |
+9,832
| New | +$413K | 0.14% | 88 |
|