Axxcess Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
30,981
-376
| -1% | -$14.7K | 0.03% | 381 |
|
|
2025
Q1 | $1.1M | Sell |
31,357
-6,316
| -17% | -$221K | 0.03% | 370 |
|
|
2024
Q4 | $1.26M | Buy |
37,673
+10,961
| +41% | +$366K | 0.03% | 361 |
|
|
2024
Q3 | $973K | Buy |
26,712
+476
| +2% | +$17.3K | 0.02% | 393 |
|
|
2024
Q2 | $880K | Sell |
26,236
-35,437
| -57% | -$1.19M | 0.02% | 405 |
|
|
2024
Q1 | $1.99M | Buy |
61,673
+1,261
| +2% | +$40.6K | 0.05% | 249 |
|
|
2023
Q4 | $1.94M | Buy |
60,412
+20,042
| +50% | +$643K | 0.06% | 251 |
|
|
2023
Q3 | $1.22M | Buy |
40,370
+482
| +1% | +$14.6K | 0.04% | 283 |
|
|
2023
Q2 | $1.26M | Sell |
39,888
-3,650
| -8% | -$115K | 0.09% | 190 |
|
|
2023
Q1 | $1.37M | Buy |
43,538
+15,273
| +54% | +$481K | 0.1% | 182 |
|
|
2022
Q4 | $850K | Buy |
28,265
+182
| +0.6% | +$5.47K | 0.07% | 255 |
|
|
2022
Q3 | $777K | Sell |
28,083
-2,235
| -7% | -$61.8K | 0.07% | 232 |
|
|
2022
Q2 | $980K | Buy |
30,318
+5,044
| +20% | +$163K | 0.09% | 187 |
|
|
2022
Q1 | $928K | Buy |
25,274
+2,231
| +10% | +$81.9K | 0.07% | 229 |
|
|
2021
Q4 | $916K | Buy |
+23,043
| New | +$916K | 0.07% | 225 |
|