EP Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

EP Wealth Advisors’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
2025 Q2	$853K	Sell
2025 Q1	$1.33M	Sell
2024 Q4	$1.54M	Sell
2024 Q3	$2.73M	Sell
2024 Q2	$3.25M	Buy
2022 Q3	–	Sell
2022 Q2	$177K	Sell
2022 Q1	$460K	Buy
2021 Q4	–	Sell
2021 Q3	$521K	Buy