Baron Financial Group’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 | $1.81M | Sell |
46,255
-410
| -0.9% | -$16.1K | 1.06% | 30 |
|
|
2025
Q1 | $1.63M | Sell |
46,665
-558
| -1% | -$19.5K | 1.03% | 30 |
|
|
2024
Q4 | $1.58M | Sell |
47,223
-610
| -1% | -$20.4K | 0.98% | 31 |
|
|
2024
Q3 | $1.74M | Sell |
47,833
-1,045
| -2% | -$38K | 1.07% | 29 |
|
|
2024
Q2 | $1.64M | Sell |
48,878
-4,145
| -8% | -$139K | 1.04% | 29 |
|
|
2024
Q1 | $1.71M | Sell |
53,023
-3,554
| -6% | -$115K | 1.05% | 29 |
|
|
2023
Q4 | $1.81M | Buy |
56,577
+575
| +1% | +$18.4K | 1.16% | 28 |
|
|
2023
Q3 | $1.7M | Buy |
56,002
+1,045
| +2% | +$31.6K | 1.1% | 27 |
|
|
2023
Q2 | $1.74M | Buy |
54,957
+125
| +0.2% | +$3.95K | 1.07% | 28 |
|
|
2023
Q1 | $1.73M | Buy |
54,832
+1,367
| +3% | +$43K | 1.09% | 28 |
|
|
2022
Q4 | $1.61M | Buy |
53,465
+530
| +1% | +$15.9K | 1.07% | 29 |
|
|
2022
Q3 | $1.47M | Buy |
52,935
+2,305
| +5% | +$63.8K | 0.99% | 31 |
|
|
2022
Q2 | $1.64M | Buy |
50,630
+5,185
| +11% | +$168K | 1.08% | 25 |
|
|
2022
Q1 | $1.67M | Buy |
45,445
+2,940
| +7% | +$108K | 0.97% | 26 |
|
|
2021
Q4 | $1.69M | Buy |
42,505
+5,035
| +13% | +$200K | 0.96% | 28 |
|
|
2021
Q3 | $1.55M | Buy |
37,470
+3,725
| +11% | +$154K | 0.94% | 28 |
|
|
2021
Q2 | $1.52M | Buy |
33,745
+2,090
| +7% | +$94.4K | 0.95% | 29 |
|
|
2021
Q1 | $1.37M | Buy |
31,655
+2,670
| +9% | +$116K | 0.94% | 29 |
|
|
2020
Q4 | $1.22M | Buy |
28,985
+1,155
| +4% | +$48.5K | 0.97% | 25 |
|
|
2020
Q3 | $991K | Buy |
+27,830
| New | +$991K | 0.93% | 26 |
|