Evermay 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 | $5.17K | Sell |
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|
2025
Q1 | $5.45K | Buy |
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|
2024
Q4 | $3.07K | Hold |
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|
2024
Q3 | $3.35K | Hold |
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|
2024
Q2 | $3.08K | Hold |
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|
2024
Q1 | $2.97K | Hold |
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|
2023
Q4 | $2.95K | Hold |
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|
2023
Q3 | $2.79K | Hold |
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|
2023
Q2 | $2.91K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Buy |
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