Birchbrook’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
14,418
+1,429
| +11% | +$56K | 0.3% | 50 |
|
|
2025
Q1 | $454K | Buy |
12,989
+9,024
| +228% | +$315K | 0.26% | 50 |
|
|
2024
Q4 | $132K | Sell |
3,965
-332
| -8% | -$11.1K | 0.08% | 85 |
|
|
2024
Q3 | $156K | Buy |
4,297
+9
| +0.2% | +$328 | 0.09% | 75 |
|
|
2024
Q2 | $144K | Sell |
4,288
-19
| -0.4% | -$637 | 0.09% | 79 |
|
|
2024
Q1 | $139K | Sell |
4,307
-132
| -3% | -$4.26K | 0.08% | 80 |
|
|
2023
Q4 | $142K | Buy |
+4,439
| New | +$142K | 0.09% | 78 |
|