Bartlett & Co Wealth Management’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 | $240K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $193K | Hold |
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|
2024
Q4 | $185K | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $185K | Hold |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $92.1K | Hold |
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|
2023
Q3 | $87.1K | Hold |
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|
2023
Q2 | $90.9K | Hold |
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|
2023
Q1 | $90.5K | Hold |
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|
2022
Q4 | $86.5K | Sell |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $137K | Buy |
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