BBJS Financial 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
2024
Q3
$140K Hold
2024
Q2
$129K Sell
2024
Q1
$151K Hold
2023
Q4
$150K Buy
2023
Q3
$139K Buy
2023
Q2
$137K Buy
2023
Q1
$135K Sell
2022
Q4
$135K Buy