Elevation Wealth Partners’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 | $325K | Buy |
8,294
+73
| +0.9% | +$2.86K | 0.13% | 91 |
|
|
2025
Q1 | $287K | Sell |
8,221
-2,148
| -21% | -$75.1K | 0.12% | 92 |
|
|
2024
Q4 | $346K | Buy |
10,369
+130
| +1% | +$4.34K | 0.15% | 82 |
|
|
2024
Q3 | $373K | Hold |
10,239
| – | – | 0.16% | 78 |
|
|
2024
Q2 | $343K | Buy |
10,239
+3,922
| +62% | +$132K | 0.16% | 78 |
|
|
2024
Q1 | $204K | Buy |
6,317
+2,301
| +57% | +$74.2K | 0.1% | 108 |
|
|
2023
Q4 | $122K | Hold |
4,016
| – | – | 0.07% | 134 |
|
|
2023
Q3 | $122K | Sell |
4,016
-172
| -4% | -$5.21K | 0.11% | 80 |
|
|
2023
Q2 | $132K | Buy |
4,188
+18
| +0.4% | +$569 | 0.11% | 80 |
|
|
2023
Q1 | $131K | Buy |
+4,170
| New | +$131K | 0.12% | 83 |
|