Baystate 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
2023
Q4
$1.65M Buy
2023
Q3
$1.49M Buy
2023
Q2
$1.52M Sell
2023
Q1
$1.53M Sell
2022
Q4
$1.52M Buy
2022
Q3
$1.25M Buy
2022
Q2
$1.32M Sell
2022
Q1
$1.51M Buy
2021
Q4
$1.49M Buy
2021
Q3
$1.52M Sell
2021
Q2
$1.95M Buy
2021
Q1
$1.4M Buy
2020
Q4
$1.11M Buy
2020
Q3
$780K Buy
2020
Q2
$680K Buy
2020
Q1
$560K Buy
2019
Q4
$658K Buy
2019
Q3
$565K Buy
2019
Q2
$536K Buy
2019
Q1
$525K Buy