Copperleaf Capital’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 | $252K | Buy |
6,432
+32
| +0.5% | +$1.25K | 0.13% | 96 |
|
|
2025
Q1 | $224K | Sell |
6,400
-45
| -0.7% | -$1.57K | 0.13% | 101 |
|
|
2024
Q4 | $215K | Buy |
+6,445
| New | +$215K | 0.14% | 88 |
|
|
2023
Q4 | – | Sell |
-8,924
| Closed | -$270K | – | 82 |
|
|
2023
Q3 | $270K | Sell |
8,924
-1,750
| -16% | -$53K | 0.29% | 68 |
|
|
2023
Q2 | $338K | Buy |
10,674
+3,138
| +42% | +$99.3K | 0.32% | 63 |
|
|
2023
Q1 | $237K | Buy |
+7,536
| New | +$237K | 0.24% | 65 |
|
|
2022
Q4 | – | Sell |
-27,584
| Closed | -$763K | – | 68 |
|
|
2022
Q3 | $763K | Buy |
+27,584
| New | +$763K | 0.83% | 36 |
|
|
2020
Q4 | – | Sell |
-41,637
| Closed | -$1.48M | – | 51 |
|
|
2020
Q3 | $1.48M | Sell |
41,637
-1,978
| -5% | -$70.5K | 1.43% | 25 |
|
|
2020
Q2 | $1.4M | Buy |
43,615
+627
| +1% | +$20.1K | 1.45% | 23 |
|
|
2020
Q1 | $1.18M | Buy |
+42,988
| New | +$1.18M | 1.41% | 23 |
|