Evergreen Private Wealth’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 | $215K | Sell |
5,495
-1,247
| -18% | -$48.8K | 0.09% | 63 |
|
|
2025
Q1 | $236K | Sell |
6,742
-8
| -0.1% | -$280 | 0.11% | 63 |
|
|
2024
Q4 | $225K | Sell |
6,750
-7
| -0.1% | -$234 | 0.11% | 62 |
|
|
2024
Q3 | $246K | Buy |
6,757
+56
| +0.8% | +$2.04K | 0.11% | 63 |
|
|
2024
Q2 | $225K | Sell |
6,701
-26
| -0.4% | -$872 | 0.11% | 65 |
|
|
2024
Q1 | $217K | Buy |
6,727
+1,039
| +18% | +$33.5K | 0.11% | 71 |
|
|
2023
Q4 | $182K | Buy |
+5,688
| New | +$182K | 0.1% | 68 |
|