Elwood & Goetz Wealth Advisory Group’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 | $248K | Sell |
6,334
-114
| -2% | -$4.47K | 0.05% | 100 |
|
|
2025
Q1 | $225K | Sell |
6,448
-52
| -0.8% | -$1.82K | 0.06% | 90 |
|
|
2024
Q4 | $217K | Sell |
6,500
-118
| -2% | -$3.94K | 0.05% | 95 |
|
|
2024
Q3 | $241K | Hold |
6,618
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $222K | Buy |
6,618
+224
| +4% | +$7.51K | 0.06% | 77 |
|
|
2024
Q1 | $206K | Buy |
6,394
+127
| +2% | +$4.09K | 0.05% | 86 |
|
|
2023
Q4 | $201K | Buy |
+6,267
| New | +$201K | 0.04% | 82 |
|
|
2023
Q3 | – | Sell |
-6,989
| Closed | -$221K | – | 79 |
|
|
2023
Q2 | $221K | Buy |
+6,989
| New | +$221K | 0.05% | 66 |
|
|
2022
Q3 | – | Sell |
-7,348
| Closed | -$237K | – | 63 |
|
|
2022
Q2 | $237K | Sell |
7,348
-10,302
| -58% | -$332K | 0.08% | 55 |
|
|
2022
Q1 | $648K | Buy |
+17,650
| New | +$648K | 0.2% | 33 |
|