BlueStem Wealth Partners’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
$461K Buy
11,769
+1,575
+15% +$61.7K 0.06% 69
2025
Q1
$356K Sell
10,194
-2,718
-21% -$95K 0.05% 73
2024
Q4
$431K Buy
+12,912
New +$431K 0.06% 64