Causey Wealth LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Causey Wealth LLC’s Portfolio ESGE Stock Details ESGE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Sell
2025 Q4	$328K	Sell
2025 Q3	$332K	Sell
2025 Q2	$320K	Sell
2025 Q1	$321K	Buy
2024 Q4	$307K	Buy