Focus Partners Wealth’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 | $4.34M | Buy |
110,775
+6,201
| +6% | +$243K | 0.01% | 713 |
|
|
2025
Q1 | $3.65M | Sell |
104,574
-6,538
| -6% | -$229K | 0.01% | 711 |
|
|
2024
Q4 | $3.71M | Buy |
111,112
+4,774
| +4% | +$159K | 0.01% | 688 |
|
|
2024
Q3 | $3.87M | Buy |
106,338
+67,556
| +174% | +$2.46M | 0.01% | 615 |
|
|
2024
Q2 | $1.3M | Buy |
38,782
+177
| +0.5% | +$5.93K | ﹤0.01% | 740 |
|
|
2024
Q1 | $1.24M | Buy |
38,605
+496
| +1% | +$16K | 0.01% | 569 |
|
|
2023
Q4 | $1.22M | Buy |
+38,109
| New | +$1.22M | 0.02% | 422 |
|