Capasso Planning 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
Q3 | $301K | Sell |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $268K | Buy |
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