Copperleaf Capital’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 | $318K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $763K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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