Concord 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
Q3 | $33.8K | Hold |
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|
2025
Q2 | $30.5K | Sell |
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|
2025
Q1 | $32.8K | Sell |
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|
2024
Q4 | $74.2K | Sell |
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|
2024
Q3 | $90.5K | Sell |
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|
2024
Q2 | $181K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $185K | Buy |
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