GeoWealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.94M Sell
2025
Q2
$3.6M Sell
2025
Q1
$3.22M Sell
2024
Q4
$3.4M Sell
2024
Q3
$4.19M Buy
2024
Q2
$3.44M Sell
2024
Q1
$3.37M Buy