Elmwood Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Elmwood Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy
2022 Q1	–	Sell
2021 Q4	$24K	Buy
2021 Q2	$28K	Hold
2021 Q1	$26K	Buy
2020 Q3	$17K	Hold
2020 Q2	$17K	Buy
2019 Q4	–	Sell
2019 Q3	$18K	Hold
2019 Q2	$18K	Buy