Bell Investment 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
Q2 | $546K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $216K | Buy |
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