Boston Standard Wealth Management’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 | $578K | Buy |
14,765
+711
| +5% | +$27.8K | 0.1% | 31 |
|
|
2025
Q1 | $471K | Sell |
14,054
-781
| -5% | -$26.2K | 0.1% | 32 |
|
|
2024
Q4 | $495K | Buy |
14,835
+291
| +2% | +$9.71K | 0.1% | 31 |
|
|
2024
Q3 | $530K | Buy |
14,544
+490
| +3% | +$17.9K | 0.1% | 32 |
|
|
2024
Q2 | $471K | Buy |
14,054
+441
| +3% | +$14.8K | 0.1% | 32 |
|
|
2024
Q1 | $439K | Buy |
13,613
+1,278
| +10% | +$41.2K | 0.1% | 33 |
|
|
2023
Q4 | $374K | Hold |
12,335
| – | – | 0.1% | 35 |
|
|
2023
Q3 | $374K | Sell |
12,335
-501
| -4% | -$15.2K | 0.1% | 35 |
|
|
2023
Q2 | $406K | Buy |
12,836
+1,168
| +10% | +$36.9K | 0.1% | 34 |
|
|
2023
Q1 | $367K | Sell |
11,668
-938
| -7% | -$29.5K | 0.11% | 33 |
|
|
2022
Q4 | $379K | Buy |
12,606
+653
| +5% | +$19.6K | 0.11% | 33 |
|
|
2022
Q3 | $331K | Buy |
11,953
+403
| +3% | +$11.2K | 0.11% | 30 |
|
|
2022
Q2 | $371K | Buy |
11,550
+1,100
| +11% | +$35.3K | 0.12% | 30 |
|
|
2022
Q1 | $384K | Buy |
10,450
+526
| +5% | +$19.3K | 0.11% | 31 |
|
|
2021
Q4 | $394K | Buy |
9,924
+389
| +4% | +$15.4K | 0.11% | 31 |
|
|
2021
Q3 | $395K | Buy |
9,535
+747
| +9% | +$30.9K | 0.12% | 31 |
|
|
2021
Q2 | $397K | Buy |
8,788
+1,770
| +25% | +$80K | 0.12% | 30 |
|
|
2021
Q1 | $302K | Buy |
7,018
+604
| +9% | +$26K | 0.1% | 32 |
|
|
2020
Q4 | $269K | Buy |
6,414
+115
| +2% | +$4.82K | 0.1% | 33 |
|
|
2020
Q3 | $224K | Buy |
+6,299
| New | +$224K | 0.09% | 34 |
|