Cerity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.41M | Buy |
96,890
+15,474
| +19% | +$732K | 0.01% | 1074 |
|
|
2025
Q4 | $3.6M | Buy |
81,416
+6,589
| +9% | +$290K | 0.01% | 1076 |
|
|
2025
Q3 | $3.25M | Buy |
74,827
+5,030
| +7% | +$205K | 0.01% | 1068 |
|
|
2025
Q2 | $2.73M | Buy |
69,797
+1,680
| +2% | +$60.8K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $2.38M | Sell |
68,117
-6,380
| -9% | -$222K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $2.49M | Buy |
74,497
+3,716
| +5% | +$131K | 0.01% | 1010 |
|
|
2024
Q3 | $2.58M | Buy |
70,781
+12
| +0% | +$410 | 0.01% | 974 |
|
|
2024
Q2 | $2.37M | Buy |
70,769
+2,475
| +4% | +$81.5K | 0.01% | 843 |
|
|
2024
Q1 | $2.2M | Sell |
68,294
-3,313
| -5% | -$104K | 0.01% | 928 |
|
|
2023
Q4 | $2.3M | Buy |
71,607
+52,908
| +283% | +$1.63M | 0.01% | 735 |
|
|
2023
Q3 | $566K | Sell |
18,699
-62,226
| -77% | -$1.97M | ﹤0.01% | 934 |
|
|
2023
Q2 | $2.56M | Sell |
80,925
-646
| -0.8% | -$20.3K | 0.01% | 658 |
|
|
2023
Q1 | $2.57M | Buy |
81,571
+6,574
| +9% | +$208K | 0.01% | 642 |
|
|
2022
Q4 | $2.25M | Buy |
74,997
+22,466
| +43% | +$658K | 0.01% | 507 |
|
|
2022
Q3 | $1.45M | Buy |
52,531
+10,484
| +25% | +$327K | 0.02% | 434 |
|
|
2022
Q2 | $1.36M | Sell |
42,047
-9,894
| -19% | -$335K | 0.02% | 489 |
|
|
2022
Q1 | $1.91M | Buy |
51,941
+8,725
| +20% | +$335K | 0.03% | 339 |
|
|
2021
Q4 | $1.72M | Buy |
43,216
+10,289
| +31% | +$424K | 0.03% | 347 |
|
|
2021
Q3 | $1.36M | Sell |
32,927
-2,163
| -6% | -$92.4K | 0.03% | 320 |
|
|
2021
Q2 | $1.58M | Buy |
35,090
+18,424
| +111% | +$816K | 0.03% | 297 |
|
|
2021
Q1 | $722K | Buy |
16,666
+711
| +4% | +$31.6K | 0.02% | 384 |
|
|
2020
Q4 | $670K | Buy |
+15,955
| New | +$622K | 0.02% | 362 |
|
Other funds holding ESGE
WL
TWIM
