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Bellwether Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6K | Hold |
1,880
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $65.7K | Hold |
1,880
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $62.8K | Buy |
+1,880
| New | +$62.8K | 0.01% | 217 |
|
|
2023
Q2 | – | Sell |
-847
| Closed | -$26.7K | – | 215 |
|
|
2023
Q1 | $26.7K | Hold |
847
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $25.5K | Hold |
847
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $23K | Hold |
847
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $27K | Hold |
847
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $31K | Hold |
847
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $33K | Hold |
847
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $35K | Hold |
847
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $38K | Buy |
847
+567
| +203% | +$25.4K | 0.01% | 194 |
|
|
2021
Q1 | $12K | Hold |
280
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $11K | Buy |
+280
| New | +$11K | ﹤0.01% | 231 |
|