CWP
CFM Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
6,668
-865
| -11% | -$33.9K | 0.04% | 121 |
|
|
2025
Q1 | $263K | Buy |
7,533
+641
| +9% | +$22.4K | 0.05% | 120 |
|
|
2024
Q4 | $230K | Sell |
6,892
-119
| -2% | -$3.97K | 0.04% | 127 |
|
|
2024
Q3 | $255K | Buy |
7,011
+791
| +13% | +$28.8K | 0.04% | 128 |
|
|
2024
Q2 | $209K | Sell |
6,220
-91
| -1% | -$3.05K | 0.04% | 143 |
|
|
2024
Q1 | $203K | Buy |
+6,311
| New | +$203K | 0.04% | 152 |
|
|
2023
Q2 | – | Sell |
-6,373
| Closed | -$201K | – | 165 |
|
|
2023
Q1 | $201K | Buy |
+6,373
| New | +$201K | 0.05% | 151 |
|
|
2022
Q3 | – | Sell |
-6,373
| Closed | -$206K | – | 158 |
|
|
2022
Q2 | $206K | Buy |
+6,373
| New | +$206K | 0.06% | 160 |
|