C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.8K | Sell |
1,183
-66
| -5% | -$3.12K | 0.03% | 220 |
|
|
2025
Q4 | $55.2K | Hold |
1,249
| – | – | 0.03% | 224 |
|
|
2025
Q3 | $54.2K | Sell |
1,249
-633
| -34% | -$25.8K | 0.03% | 218 |
|
|
2025
Q2 | $73.7K | Sell |
1,882
-45
| -2% | -$1.63K | 0.04% | 196 |
|
|
2025
Q1 | $67.3K | Hold |
1,927
| – | – | 0.04% | 192 |
|
|
2024
Q4 | $64.3K | Hold |
1,927
| – | – | 0.04% | 215 |
|
|
2024
Q3 | $70.2K | Hold |
1,927
| – | – | 0.04% | 206 |
|
|
2024
Q2 | $64.6K | Sell |
1,927
-45
| -2% | -$1.48K | 0.04% | 212 |
|
|
2024
Q1 | $63.6K | Buy |
1,972
+19
| +1% | +$599 | 0.04% | 216 |
|
|
2023
Q4 | $62.6K | Sell |
1,953
-35
| -2% | -$1.08K | 0.05% | 205 |
|
|
2023
Q3 | $60.2K | Sell |
1,988
-190
| -9% | -$6.02K | 0.05% | 273 |
|
|
2023
Q2 | $68.9K | Sell |
2,178
-556
| -20% | -$17.4K | 0.05% | 267 |
|
|
2023
Q1 | $86.1K | Buy |
2,734
+653
| +31% | +$20.7K | 0.07% | 249 |
|
|
2022
Q4 | $62.6K | Sell |
2,081
-238
| -10% | -$6.97K | 0.05% | 276 |
|
|
2022
Q3 | $64K | Sell |
2,319
-97
| -4% | -$3.03K | 0.05% | 266 |
|
|
2022
Q2 | $78K | Sell |
2,416
-478
| -17% | -$16.2K | 0.06% | 249 |
|
|
2022
Q1 | $106K | Sell |
2,894
-81
| -3% | -$3.11K | 0.07% | 231 |
|
|
2021
Q4 | $118K | Buy |
2,975
+1,068
| +56% | +$44K | 0.07% | 226 |
|
|
2021
Q3 | $79K | Buy |
1,907
+30
| +2% | +$1.28K | 0.05% | 251 |
|
|
2021
Q2 | $85K | Buy |
1,877
+45
| +2% | +$1.99K | 0.06% | 256 |
|
|
2021
Q1 | $79K | Sell |
1,832
-173
| -9% | -$7.69K | 0.06% | 260 |
|
|
2020
Q4 | $84K | Buy |
2,005
+1,215
| +154% | +$47.4K | 0.07% | 252 |
|
|
2020
Q3 | $28K | Buy |
790
+135
| +21% | +$4.78K | 0.03% | 290 |
|
|
2020
Q2 | $21K | Buy |
+655
| New | +$19.7K | 0.02% | 299 |
|
Other funds holding ESGE
WL
TWIM
