Diversify Advisory Services’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 | $734K | Buy |
18,098
+2,108
| +13% | +$85.5K | 0.03% | 411 |
|
|
2025
Q1 | $560K | Sell |
15,990
-2,338
| -13% | -$81.9K | 0.04% | 339 |
|
|
2024
Q4 | $603K | Sell |
18,328
-3,536
| -16% | -$116K | 0.03% | 329 |
|
|
2024
Q3 | $791K | Buy |
21,864
+251
| +1% | +$9.08K | 0.04% | 293 |
|
|
2024
Q2 | $746K | Buy |
21,613
+4,114
| +24% | +$142K | 0.04% | 300 |
|
|
2024
Q1 | $566K | Buy |
+17,499
| New | +$566K | 0.03% | 394 |
|