Boston Standard Wealth Management’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 | $754K | Buy |
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|
2025
Q2 | $578K | Buy |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $374K | Hold |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $224K | Buy |
|