BSW Wealth Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $774K | Sell |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $1.78M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.97M | Buy |
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