EverSource Wealth Advisors’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 | $307K | Sell |
7,830
-1,553
| -17% | -$60.8K | 0.01% | 658 |
|
|
2025
Q1 | $328K | Sell |
9,383
-1,735
| -16% | -$60.6K | 0.02% | 490 |
|
|
2024
Q4 | $371K | Buy |
11,118
+704
| +7% | +$23.5K | 0.02% | 447 |
|
|
2024
Q3 | $379K | Buy |
10,414
+163
| +2% | +$5.94K | 0.02% | 387 |
|
|
2024
Q2 | $347K | Buy |
10,251
+7,455
| +267% | +$253K | 0.02% | 399 |
|
|
2024
Q1 | $89.9K | Buy |
2,796
+1,828
| +189% | +$58.8K | 0.01% | 747 |
|
|
2023
Q4 | $31K | Buy |
968
+143
| +17% | +$4.58K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $25K | Sell |
825
-446
| -35% | -$13.5K | ﹤0.01% | 1045 |
|
|
2023
Q2 | $40.2K | Buy |
1,271
+51
| +4% | +$1.61K | ﹤0.01% | 923 |
|
|
2023
Q1 | $38.4K | Buy |
1,220
+56
| +5% | +$1.76K | ﹤0.01% | 880 |
|
|
2022
Q4 | $35K | Sell |
1,164
-4,943
| -81% | -$149K | 0.01% | 893 |
|
|
2022
Q3 | $169K | Buy |
6,107
+438
| +8% | +$12.1K | 0.04% | 325 |
|
|
2022
Q2 | $183K | Sell |
5,669
-3,188
| -36% | -$103K | 0.05% | 268 |
|
|
2022
Q1 | $326K | Buy |
8,857
+2,588
| +41% | +$95.3K | 0.08% | 200 |
|
|
2021
Q4 | $249K | Buy |
+6,269
| New | +$249K | 0.07% | 193 |
|