B. Riley Wealth Advisors’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
Q3 | $603K | Buy |
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|
2025
Q2 | $523K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $687K | Sell |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $776K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | $6.19M | Sell |
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|
2021
Q3 | $7.31M | Sell |
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|
2021
Q2 | $9.73M | Buy |
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|
2021
Q1 | $8.41M | Buy |
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|
2020
Q4 | $7.48M | Buy |
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|
2020
Q3 | $5.03M | Buy |
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|
2020
Q2 | $4.04M | Buy |
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|
2020
Q1 | $2.22M | Buy |
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