Crewe Advisors’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 | $15.5K | Hold |
395
| – | – | ﹤0.01% | 406 |
|
2025
Q1 | $13.8K | Buy |
395
+9
| +2% | +$315 | ﹤0.01% | 392 |
|
2024
Q4 | $12.9K | Hold |
386
| – | – | ﹤0.01% | 404 |
|
2024
Q3 | $14.1K | Hold |
386
| – | – | ﹤0.01% | 442 |
|
2024
Q2 | $12.9K | Hold |
386
| – | – | ﹤0.01% | 639 |
|
2024
Q1 | $12.4K | Sell |
386
-13
| -3% | -$419 | ﹤0.01% | 586 |
|
2023
Q4 | $12.8K | Buy |
399
+12
| +3% | +$385 | ﹤0.01% | 191 |
|
2023
Q3 | $11.7K | Hold |
387
| – | – | ﹤0.01% | 233 |
|
2023
Q2 | $12.2K | Hold |
387
| – | – | ﹤0.01% | 393 |
|
2023
Q1 | $12.2K | Hold |
387
| – | – | ﹤0.01% | 510 |
|
2022
Q4 | $11.6K | Hold |
387
| – | – | ﹤0.01% | 528 |
|
2022
Q3 | $11K | Buy |
+387
| New | +$11K | ﹤0.01% | 629 |
|