Canandaigua National Bank & Trust’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 | $1.19M | Buy |
30,312
+170
| +0.6% | +$6.66K | 0.11% | 175 |
|
|
2025
Q1 | $1.05M | Buy |
30,142
+9
| +0% | +$315 | 0.11% | 177 |
|
|
2024
Q4 | $1.01M | Sell |
30,133
-965
| -3% | -$32.2K | 0.1% | 177 |
|
|
2024
Q3 | $1.13M | Buy |
+31,098
| New | +$1.13M | 0.11% | 175 |
|
|
2019
Q1 | – | Sell |
-6,627
| Closed | -$203K | – | 293 |
|
|
2018
Q4 | $203K | Buy |
+6,627
| New | +$203K | 0.04% | 270 |
|