BIA
Bigelow Investment 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 | $231K | Hold |
5,898
| – | – | 0.1% | 142 |
|
|
2025
Q1 | $206K | Sell |
5,898
-538
| -8% | -$18.8K | 0.1% | 144 |
|
|
2024
Q4 | $215K | Sell |
6,436
-617
| -9% | -$20.6K | 0.1% | 144 |
|
|
2024
Q3 | $257K | Buy |
7,053
+234
| +3% | +$8.52K | 0.11% | 144 |
|
|
2024
Q2 | $229K | Sell |
6,819
-229
| -3% | -$7.68K | 0.11% | 147 |
|
|
2024
Q1 | $227K | Hold |
7,048
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $226K | Sell |
7,048
-453
| -6% | -$14.5K | 0.12% | 143 |
|
|
2023
Q3 | $227K | Sell |
7,501
-20
| -0.3% | -$606 | 0.13% | 141 |
|
|
2023
Q2 | $238K | Buy |
7,521
+746
| +11% | +$23.6K | 0.13% | 142 |
|
|
2023
Q1 | $213K | Sell |
6,775
-229
| -3% | -$7.21K | 0.12% | 143 |
|
|
2022
Q4 | $211K | Sell |
7,004
-1,433
| -17% | -$43.1K | 0.12% | 139 |
|
|
2022
Q3 | $233K | Buy |
8,437
+167
| +2% | +$4.61K | 0.14% | 129 |
|
|
2022
Q2 | $267K | Buy |
8,270
+65
| +0.8% | +$2.1K | 0.15% | 127 |
|
|
2022
Q1 | $301K | Buy |
8,205
+615
| +8% | +$22.6K | 0.14% | 126 |
|
|
2021
Q4 | $302K | Sell |
7,590
-415
| -5% | -$16.5K | 0.14% | 121 |
|
|
2021
Q3 | $332K | Buy |
8,005
+1,937
| +32% | +$80.3K | 0.16% | 113 |
|
|
2021
Q2 | $274K | Hold |
6,068
| – | – | 0.13% | 125 |
|
|
2021
Q1 | $263K | Buy |
6,068
+450
| +8% | +$19.5K | 0.13% | 126 |
|
|
2020
Q4 | $236K | Buy |
+5,618
| New | +$236K | 0.13% | 131 |
|
|
2020
Q1 | – | Sell |
-5,733
| Closed | -$206K | – | 140 |
|
|
2019
Q4 | $206K | Buy |
+5,733
| New | +$206K | 0.12% | 153 |
|