Beacon Pointe 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 | $8.91M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $745K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $332K | Buy |
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