EWM
Evermay Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17K | Sell |
132
-24
| -15% | -$940 | ﹤0.01% | 477 |
|
|
2025
Q1 | $5.45K | Buy |
156
+64
| +70% | +$2.24K | ﹤0.01% | 482 |
|
|
2024
Q4 | $3.07K | Hold |
92
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $3.35K | Hold |
92
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $3.09K | Hold |
92
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $2.97K | Hold |
92
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $2.95K | Hold |
92
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $2.79K | Hold |
92
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $2.91K | Buy |
+92
| New | +$2.91K | ﹤0.01% | 476 |
|
|
2022
Q1 | – | Sell |
-42
| Closed | -$2K | – | 541 |
|
|
2021
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 473 |
|