Capital Analysts LLC’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 | $605K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $194K | Buy |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q3 | $193K | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | $21K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $10K | Buy |
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