FC
Fiduciary Counselling’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 | $98.5K | Hold |
2,515
| – | – | 0.28% | 7 |
|
|
2025
Q1 | $87.9K | Hold |
2,515
| – | – | 0.22% | 8 |
|
|
2024
Q4 | $84K | Hold |
2,515
| – | – | 0.22% | 9 |
|
|
2024
Q3 | $91.6K | Sell |
2,515
-109
| -4% | -$3.97K | 0.23% | 8 |
|
|
2024
Q2 | $88K | Sell |
2,624
-1,348
| -34% | -$45.2K | 0.25% | 9 |
|
|
2024
Q1 | $128K | Hold |
3,972
| – | – | 0.35% | 8 |
|
|
2023
Q4 | $127K | Sell |
3,972
-547
| -12% | -$17.5K | 0.38% | 8 |
|
|
2023
Q3 | $137K | Hold |
4,519
| – | – | 0.44% | 8 |
|
|
2023
Q2 | $143K | Hold |
4,519
| – | – | 0.43% | 8 |
|
|
2023
Q1 | $142K | Hold |
4,519
| – | – | 0.34% | 9 |
|
|
2022
Q4 | $136K | Sell |
4,519
-480
| -10% | -$14.4K | 0.3% | 10 |
|
|
2022
Q3 | $138K | Hold |
4,999
| – | – | 0.29% | 9 |
|
|
2022
Q2 | $162K | Hold |
4,999
| – | – | 0.42% | 8 |
|
|
2022
Q1 | $184K | Hold |
4,999
| – | – | 0.38% | 8 |
|
|
2021
Q4 | $199K | Hold |
4,999
| – | – | 0.41% | 6 |
|
|
2021
Q3 | $207K | Hold |
4,999
| – | – | 0.48% | 6 |
|
|
2021
Q2 | $226K | Sell |
4,999
-451
| -8% | -$20.4K | 0.52% | 6 |
|
|
2021
Q1 | $236K | Hold |
5,450
| – | – | 0.73% | 6 |
|
|
2020
Q4 | $229K | Sell |
5,450
-441
| -7% | -$18.5K | 0.75% | 6 |
|
|
2020
Q3 | $210K | Sell |
5,891
-508
| -8% | -$18.1K | 0.8% | 6 |
|
|
2020
Q2 | $205K | Sell |
6,399
-1,238
| -16% | -$39.7K | 0.96% | 5 |
|
|
2020
Q1 | $209K | Hold |
7,637
| – | – | 1.13% | 5 |
|
|
2019
Q4 | $274K | Hold |
7,637
| – | – | 1.07% | 5 |
|
|
2019
Q3 | $248K | Buy |
+7,637
| New | +$248K | 1.05% | 5 |
|