Carson Wealth (CWM 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 | $1.03M | Buy |
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|
2025
Q2 | $852K | Buy |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.71M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $16.9M | Sell |
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|
2022
Q2 | $19.9M | Sell |
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|
2022
Q1 | $149M | Buy |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q2 | $241M | Hold |
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|
2021
Q1 | $241M | Hold |
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|
2020
Q4 | $241M | Hold |
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|
2020
Q3 | $241M | Hold |
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|
2020
Q2 | $241M | Hold |
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|
2020
Q1 | $241M | Hold |
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|
2019
Q4 | $241M | Hold |
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|
2019
Q3 | $241M | Hold |
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|
2019
Q2 | $241M | Hold |
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|
2019
Q1 | $241M | Buy |
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|
2018
Q4 | $536K | Buy |
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|
2018
Q3 | $481K | Sell |
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|
2018
Q2 | $647K | Buy |
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|
2018
Q1 | $364K | Buy |
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|
2017
Q4 | $137K | Buy |
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|
2017
Q3 | $1K | Buy |
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