Charter Oak Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Charter Oak Capital Management’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
2025 Q4	$224K	Buy
2022 Q4	–	Sell
2022 Q3	$254K	Sell
2022 Q2	$297K	Sell
2022 Q1	$349K	Buy
2021 Q4	$363K	Sell
2021 Q3	$399K	Buy
2021 Q2	$295K	Buy
2021 Q1	$277K	Buy
2020 Q4	$33K	Buy