Cornerstone Planning Group’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 | $1.52K | Sell |
38
-325
| -90% | -$13K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $12.5K | Buy |
363
+325
| +855% | +$11.2K | ﹤0.01% | 510 |
|
|
2024
Q4 | $1.28K | Buy |
38
+1
| +3% | +$34 | ﹤0.01% | 906 |
|
|
2024
Q3 | $1.34K | Sell |
37
-731
| -95% | -$26.4K | ﹤0.01% | 870 |
|
|
2024
Q2 | $24.6K | Sell |
768
-84
| -10% | -$2.69K | 0.01% | 288 |
|
|
2024
Q1 | $28.4K | Sell |
852
-102
| -11% | -$3.4K | 0.01% | 251 |
|
|
2023
Q4 | $30.6K | Sell |
954
-1,641
| -63% | -$52.6K | 0.01% | 258 |
|
|
2023
Q3 | $78.6K | Sell |
2,595
-16
| -0.6% | -$484 | 0.03% | 129 |
|
|
2023
Q2 | $82.6K | Buy |
+2,611
| New | +$82.6K | 0.03% | 158 |
|
|
2022
Q4 | $147K | Buy |
+4,478
| New | +$147K | 0.06% | 123 |
|