Equita Financial Network’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
$896K Sell
22,877
-1,664
-7% -$65.2K 0.36% 36
2025
Q1
$858K Buy
24,541
+2,442
+11% +$85.3K 0.3% 46
2024
Q4
$738K Buy
22,099
+1,650
+8% +$55.1K 0.27% 46
2024
Q3
$745K Buy
20,449
+2,063
+11% +$75.2K 0.27% 47
2024
Q2
$616K Buy
18,386
+3,829
+26% +$128K 0.26% 52
2024
Q1
$469K Buy
14,557
+6,504
+81% +$210K 0.21% 51
2023
Q4
$258K Buy
8,053
+677
+9% +$21.7K 0.14% 56
2023
Q3
$223K Buy
+7,376
New +$223K 0.14% 54