Balanced Rock Investment 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
$1.07M Buy
2025
Q2
$964K Sell
2025
Q1
$993K Buy
2024
Q4
$926K Sell
2024
Q3
$1.57M Buy
2024
Q2
$1.43M Sell
2024
Q1
$1.38M Sell
2023
Q4
$1.53M Buy