BOK Financial Private Wealth’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 | $25.8K | Hold |
658
| – | – | ﹤0.01% | 297 |
|
2025
Q1 | $23K | Hold |
658
| – | – | ﹤0.01% | 330 |
|
2024
Q4 | $22K | Hold |
658
| – | – | ﹤0.01% | 319 |
|
2024
Q3 | $24K | Sell |
658
-550
| -46% | -$20K | ﹤0.01% | 325 |
|
2024
Q2 | $40.5K | Hold |
1,208
| – | – | ﹤0.01% | 282 |
|
2024
Q1 | $38.9K | Hold |
1,208
| – | – | ﹤0.01% | 278 |
|
2023
Q4 | $38.7K | Hold |
1,208
| – | – | ﹤0.01% | 271 |
|
2023
Q3 | $36.6K | Hold |
1,208
| – | – | ﹤0.01% | 252 |
|
2023
Q2 | $38.2K | Hold |
1,208
| – | – | ﹤0.01% | 245 |
|
2023
Q1 | $38K | Hold |
1,208
| – | – | ﹤0.01% | 261 |
|
2022
Q4 | $36.3K | Sell |
1,208
-16,643
| -93% | -$500K | ﹤0.01% | 252 |
|
2022
Q3 | $494K | Buy |
17,851
+1,179
| +7% | +$32.6K | 0.04% | 128 |
|
2022
Q2 | $539K | Sell |
16,672
-7,334
| -31% | -$237K | 0.05% | 125 |
|
2022
Q1 | $882K | Buy |
+24,006
| New | +$882K | 0.06% | 137 |
|