Centerpoint Advisors’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 | $5K | Buy |
115
+7
| +6% | +$304 | ﹤0.01% | 330 |
|
|
2025
Q1 | $4K | Buy |
108
+18
| +20% | +$667 | ﹤0.01% | 350 |
|
|
2024
Q4 | $3K | Buy |
90
+35
| +64% | +$1.17K | ﹤0.01% | 399 |
|
|
2024
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $2K | Buy |
55
+7
| +15% | +$255 | ﹤0.01% | 405 |
|
|
2024
Q1 | $2K | Buy |
48
+11
| +30% | +$458 | ﹤0.01% | 390 |
|
|
2023
Q4 | $1K | Buy |
37
+21
| +131% | +$568 | ﹤0.01% | 404 |
|
|
2023
Q3 | $0 | Buy |
16
+2
| +14% | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $0 | Buy |
14
+9
| +180% | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 584 |
|