Choate Investment 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 | $2.74K | Buy |
+70
| New | +$2.74K | ﹤0.01% | 473 |
|
|
2023
Q4 | – | Sell |
-550
| Closed | -$16.7K | – | 396 |
|
|
2023
Q3 | $16.7K | Buy |
550
+70
| +15% | +$2.12K | ﹤0.01% | 421 |
|
|
2023
Q2 | $15.2K | Hold |
480
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $15.1K | Buy |
+480
| New | +$15.1K | ﹤0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-555
| Closed | -$20K | – | 341 |
|
|
2022
Q1 | $20K | Hold |
555
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $22K | Buy |
+555
| New | +$22K | ﹤0.01% | 323 |
|