Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $940K | Buy |
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|
2023
Q2 | $969K | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $4.98M | Sell |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $6.68M | Sell |
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|
2021
Q2 | $9.84M | Buy |
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|
2021
Q1 | $8.08M | Sell |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $6.01M | Buy |
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|
2020
Q2 | $4.72M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $68K | Buy |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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