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Elios Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Elios Financial Group’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
26,718
+3,445
+15% +$125K 0.47% 51
2025
Q1 		$813K Sell
23,273
-748
-3% -$26K 0.4% 55
2024
Q4 		$802K Sell
24,021
-1,194
-5% -$42.1K 0.38% 55
2024
Q3 		$918K Buy
+25,215
New +$861K 0.42% 53

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