Founders Financial Alliance’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 | $27.8K | Hold |
709
| – | – | 0.01% | 419 |
|
|
2025
Q1 | $24.8K | Hold |
709
| – | – | 0.01% | 484 |
|
|
2024
Q4 | $23.7K | Sell |
709
-1,800
| -72% | -$60.1K | 0.01% | 429 |
|
|
2024
Q3 | $91.4K | Sell |
2,509
-221
| -8% | -$8.05K | 0.03% | 340 |
|
|
2024
Q2 | $91.5K | Hold |
2,730
| – | – | 0.03% | 328 |
|
|
2024
Q1 | $88K | Buy |
2,730
+2,250
| +469% | +$72.5K | 0.03% | 335 |
|
|
2023
Q4 | $15.4K | Hold |
480
| – | – | 0.01% | 410 |
|
|
2023
Q3 | $14.5K | Hold |
480
| – | – | 0.01% | 398 |
|
|
2023
Q2 | $15.2K | Hold |
480
| – | – | 0.01% | 425 |
|
|
2023
Q1 | $15.1K | Hold |
480
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $14.4K | Sell |
480
-397
| -45% | -$11.9K | 0.01% | 406 |
|
|
2022
Q3 | $24K | Sell |
877
-359
| -29% | -$9.82K | 0.01% | 376 |
|
|
2022
Q2 | $40K | Sell |
1,236
-89
| -7% | -$2.88K | 0.02% | 354 |
|
|
2022
Q1 | $49K | Sell |
1,325
-149
| -10% | -$5.51K | 0.02% | 325 |
|
|
2021
Q4 | $59K | Sell |
1,474
-466
| -24% | -$18.7K | 0.02% | 348 |
|
|
2021
Q3 | $81K | Buy |
1,940
+782
| +68% | +$32.7K | 0.04% | 297 |
|
|
2021
Q2 | $52K | Hold |
1,158
| – | – | 0.02% | 341 |
|
|
2021
Q1 | $49K | Sell |
1,158
-2,496
| -68% | -$106K | 0.02% | 333 |
|
|
2020
Q4 | $153K | Buy |
3,654
+2,654
| +265% | +$111K | 0.09% | 217 |
|
|
2020
Q3 | $36K | Buy |
+1,000
| New | +$36K | 0.02% | 439 |
|