Farther Finance Advisors’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 | $525K | Sell |
13,405
-1,622
| -11% | -$63.5K | 0.01% | 882 |
|
|
2025
Q1 | $527K | Buy |
15,027
+3,323
| +28% | +$117K | 0.01% | 763 |
|
|
2024
Q4 | $391K | Sell |
11,704
-98
| -0.8% | -$3.27K | 0.01% | 683 |
|
|
2024
Q3 | $430K | Sell |
11,802
-173
| -1% | -$6.3K | 0.02% | 656 |
|
|
2024
Q2 | $402K | Buy |
11,975
+1,739
| +17% | +$58.3K | 0.02% | 565 |
|
|
2024
Q1 | $331K | Sell |
10,236
-4,602
| -31% | -$149K | 0.02% | 506 |
|
|
2023
Q4 | $476K | Sell |
14,838
-19,170
| -56% | -$615K | 0.03% | 360 |
|
|
2023
Q3 | $1.03M | Buy |
34,008
+2,010
| +6% | +$60.9K | 0.16% | 120 |
|
|
2023
Q2 | $1.01M | Buy |
31,998
+2,739
| +9% | +$86.6K | 0.22% | 86 |
|
|
2023
Q1 | $921K | Buy |
29,259
+5,145
| +21% | +$162K | 0.27% | 74 |
|
|
2022
Q4 | $725K | Buy |
+24,114
| New | +$725K | 0.28% | 71 |
|