Empirical Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $9.92M | Sell |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $11.1M | Sell |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.86M | Buy |
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|
2023
Q2 | $9.8M | Buy |
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|
2023
Q1 | $8.62M | Buy |
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|
2022
Q4 | $7.42M | Buy |
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|
2022
Q3 | $4.85M | Sell |
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|
2022
Q2 | $5.76M | Sell |
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|
2022
Q1 | $6.58M | Buy |
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|
2021
Q4 | $5.88M | Buy |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $2.55M | Buy |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $549K | Buy |
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|
2019
Q4 | $444K | Buy |
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