Gen-Wealth Partners’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 | $153K | Buy |
3,910
+61
| +2% | +$2.39K | 0.06% | 244 |
|
|
2025
Q1 | $135K | Sell |
3,849
-73
| -2% | -$2.55K | 0.06% | 243 |
|
|
2024
Q4 | $131K | Sell |
3,922
-445
| -10% | -$14.9K | 0.06% | 252 |
|
|
2024
Q3 | $155K | Buy |
4,367
+303
| +7% | +$10.8K | 0.07% | 244 |
|
|
2024
Q2 | $136K | Buy |
4,064
+1,195
| +42% | +$40.1K | 0.07% | 247 |
|
|
2024
Q1 | $92.5K | Buy |
+2,869
| New | +$92.5K | 0.05% | 309 |
|