Brandywine Oak Private Wealth’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 | $604K | Sell |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $286K | Buy |
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