EverSource Wealth Advisors’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
Q3 | $341K | Buy |
|
|||||
|
2025
Q2 | $307K | Sell |
|
|||||
|
2025
Q1 | $328K | Sell |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $379K | Buy |
|
|||||
|
2024
Q2 | $347K | Buy |
|
|||||
|
2024
Q1 | $89.9K | Buy |
|
|||||
|
2023
Q4 | $31K | Buy |
|
|||||
|
2023
Q3 | $25K | Sell |
|
|||||
|
2023
Q2 | $40.2K | Buy |
|
|||||
|
2023
Q1 | $38.4K | Buy |
|
|||||
|
2022
Q4 | $35K | Sell |
|
|||||
|
2022
Q3 | $169K | Buy |
|
|||||
|
2022
Q2 | $183K | Sell |
|
|||||
|
2022
Q1 | $326K | Buy |
|
|||||
|
2021
Q4 | $249K | Buy |
|