Connecticut Wealth Management’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 | $2.77M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $3.81M | Hold |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $3.24M | Sell |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.94M | Hold |
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|
2021
Q2 | $3.21M | Sell |
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|
2021
Q1 | $4.49M | Sell |
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|
2020
Q4 | $4.49M | Buy |
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|
2020
Q3 | $2.62M | Sell |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $1.99M | Hold |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.31M | Hold |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.67M | Buy |
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|
2018
Q4 | $2.35M | Buy |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $771K | Buy |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $304K | Buy |
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