B. Riley Wealth 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 | $523K | Buy |
+13,363
| New | +$523K | 0.02% | 503 |
|
|
2024
Q4 | $623K | Sell |
18,649
-5,417
| -23% | -$181K | 0.02% | 612 |
|
|
2024
Q3 | $884K | Sell |
24,066
-1,574
| -6% | -$57.8K | 0.02% | 532 |
|
|
2024
Q2 | $860K | Sell |
25,640
-2,210
| -8% | -$74.1K | 0.02% | 591 |
|
|
2024
Q1 | $843K | Buy |
27,850
+6,435
| +30% | +$195K | 0.02% | 586 |
|
|
2023
Q4 | $687K | Sell |
21,415
-6,435
| -23% | -$206K | 0.02% | 664 |
|
|
2023
Q3 | $843K | Buy |
27,850
+947
| +4% | +$28.7K | 0.02% | 586 |
|
|
2023
Q2 | $851K | Buy |
26,903
+2,250
| +9% | +$71.2K | 0.02% | 619 |
|
|
2023
Q1 | $776K | Sell |
24,653
-3,665
| -13% | -$115K | 0.02% | 630 |
|
|
2022
Q4 | $852K | Sell |
28,318
-20,975
| -43% | -$631K | 0.02% | 590 |
|
|
2022
Q3 | $1.36M | Sell |
49,293
-220
| -0.4% | -$6.09K | 0.04% | 408 |
|
|
2022
Q2 | $1.6M | Sell |
49,513
-127,142
| -72% | -$4.11M | 0.07% | 293 |
|
|
2022
Q1 | $6.49M | Buy |
176,655
+20,958
| +13% | +$770K | 0.21% | 102 |
|
|
2021
Q4 | $6.19M | Sell |
155,697
-20,719
| -12% | -$824K | 0.18% | 120 |
|
|
2021
Q3 | $7.31M | Sell |
176,416
-39,029
| -18% | -$1.62M | 0.23% | 92 |
|
|
2021
Q2 | $9.73M | Buy |
215,445
+21,300
| +11% | +$962K | 0.32% | 66 |
|
|
2021
Q1 | $8.41M | Buy |
194,145
+15,998
| +9% | +$693K | 0.3% | 70 |
|
|
2020
Q4 | $7.48M | Buy |
178,147
+36,237
| +26% | +$1.52M | 0.4% | 59 |
|
|
2020
Q3 | $5.03M | Buy |
141,910
+15,820
| +13% | +$561K | 0.27% | 88 |
|
|
2020
Q2 | $4.05M | Buy |
126,090
+44,932
| +55% | +$1.44M | 0.27% | 96 |
|
|
2020
Q1 | $2.22M | Buy |
+81,158
| New | +$2.22M | 0.19% | 127 |
|