GeoWealth Management’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 | $3.6M | Sell |
91,918
-127
| -0.1% | -$4.98K | 0.14% | 88 |
|
|
2025
Q1 | $3.22M | Sell |
92,045
-9,921
| -10% | -$347K | 0.13% | 100 |
|
|
2024
Q4 | $3.4M | Sell |
101,966
-13,042
| -11% | -$435K | 0.11% | 126 |
|
|
2024
Q3 | $4.19M | Buy |
115,008
+12,434
| +12% | +$453K | 0.15% | 114 |
|
|
2024
Q2 | $3.44M | Sell |
102,574
-1,966
| -2% | -$65.9K | 0.15% | 100 |
|
|
2024
Q1 | $3.37M | Buy |
+104,540
| New | +$3.37M | 0.13% | 123 |
|