Continuum Advisory’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 | $261K | Buy |
6,657
+2
| +0% | +$78 | 0.03% | 365 |
|
|
2025
Q1 | $233K | Sell |
6,655
-61
| -0.9% | -$2.13K | 0.03% | 364 |
|
|
2024
Q4 | $224K | Buy |
6,716
+57
| +0.9% | +$1.9K | 0.03% | 371 |
|
|
2024
Q3 | $227K | Sell |
6,659
-178
| -3% | -$6.08K | 0.03% | 374 |
|
|
2024
Q2 | $229K | Buy |
6,837
+545
| +9% | +$18.3K | 0.03% | 349 |
|
|
2024
Q1 | $210K | Buy |
+6,292
| New | +$210K | 0.03% | 367 |
|
|
2021
Q3 | – | Sell |
-4,998
| Closed | -$226K | – | 298 |
|
|
2021
Q2 | $226K | Buy |
+4,998
| New | +$226K | 0.07% | 248 |
|
|
2020
Q2 | – | Sell |
-9,443
| Closed | -$248K | – | 148 |
|
|
2020
Q1 | $248K | Buy |
+9,443
| New | +$248K | 0.17% | 114 |
|