Dynamic Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
3,514
| – | – | 0.1% | 86 |
|
|
2025
Q1 | $123K | Buy |
+3,514
| New | +$123K | 0.1% | 92 |
|
|
2024
Q4 | – | Sell |
-3,520
| Closed | -$128K | – | 121 |
|
|
2024
Q3 | $128K | Sell |
3,520
-547
| -13% | -$19.9K | 0.1% | 94 |
|
|
2024
Q2 | $136K | Sell |
4,067
-376
| -8% | -$12.6K | 0.12% | 86 |
|
|
2024
Q1 | $143K | Sell |
4,443
-97,704
| -96% | -$3.14M | 0.12% | 85 |
|
|
2023
Q4 | $3.27M | Buy |
+102,147
| New | +$3.27M | 3.02% | 11 |
|