Bogart Wealth LLC’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
Q3 | $347K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q3 | $129K | Buy |
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|
2023
Q2 | $53.4K | Buy |
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|
2023
Q1 | $52.9K | Buy |
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|
2022
Q4 | $9.53K | Hold |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $34K | Buy |
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