Avior 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
Q2 | $604K | Sell |
|
|||||
|
2025
Q1 | $729K | Sell |
|
|||||
|
2024
Q4 | $814K | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $3.04M | Sell |
|
|||||
|
2024
Q1 | $4.63M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $575 | Sell |
|
|||||
|
2023
Q2 | $19K | Sell |
|
|||||
|
2023
Q1 | $56.1K | Buy |
|
|||||
|
2022
Q4 | $6.06K | Sell |
|
|||||
|
2022
Q3 | $14K | Buy |
|
|||||
|
2022
Q2 | $2K | Sell |
|
|||||
|
2022
Q1 | $7K | Buy |
|
|||||
|
2021
Q4 | $6K | Buy |
|
|||||
|
2021
Q3 | $7K | Hold |
|
|||||
|
2021
Q2 | $7K | Hold |
|
|||||
|
2021
Q1 | $7K | Buy |
|
|||||
|
2020
Q4 | $7K | Sell |
|
|||||
|
2020
Q3 | $16K | Sell |
|
|||||
|
2020
Q2 | $31K | Buy |
|