Cranbrook 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
Q3 | $255K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $193K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $190K | Sell |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $87K | Buy |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
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