First Foundation 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 | $386K | Buy |
9,865
+2,793
| +39% | +$109K | 0.01% | 262 |
|
|
2025
Q1 | $247K | Buy |
+7,072
| New | +$247K | 0.01% | 294 |
|
|
2024
Q4 | – | Sell |
-6,263
| Closed | -$228K | – | 346 |
|
|
2024
Q3 | $228K | Sell |
6,263
-2,604
| -29% | -$94.8K | 0.01% | 321 |
|
|
2024
Q2 | $297K | Sell |
8,867
-817
| -8% | -$27.4K | 0.01% | 279 |
|
|
2024
Q1 | $312K | Sell |
9,684
-1,997
| -17% | -$64.4K | 0.01% | 280 |
|
|
2023
Q4 | $374K | Buy |
11,681
+1,157
| +11% | +$37.1K | 0.02% | 255 |
|
|
2023
Q3 | $319K | Buy |
10,524
+576
| +6% | +$17.4K | 0.01% | 316 |
|
|
2023
Q2 | $315K | Hold |
9,948
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $313K | Hold |
9,948
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $299K | Buy |
+9,948
| New | +$299K | 0.01% | 305 |
|