CFM Wealth 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
2025
Q2
$261K Sell
2025
Q1
$263K Buy
2024
Q4
$230K Sell
2024
Q3
$255K Buy
2024
Q2
$209K Sell
2024
Q1
$203K Buy
2023
Q2
Sell
2023
Q1
$201K Buy
2022
Q3
Sell
2022
Q2
$206K Buy