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