Golden State Wealth 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 | $37.9K | Sell |
968
-309
| -24% | -$12.1K | ﹤0.01% | 708 |
|
|
2025
Q1 | $44.6K | Buy |
1,277
+190
| +17% | +$6.64K | 0.01% | 614 |
|
|
2024
Q4 | $36.3K | Buy |
+1,087
| New | +$36.3K | 0.01% | 640 |
|
|
2022
Q1 | $206K | Sell |
5,603
-2,973
| -35% | -$109K | 0.04% | 293 |
|
|
2021
Q4 | $341K | Buy |
8,576
+1,593
| +23% | +$63.3K | 0.06% | 270 |
|
|
2021
Q3 | $289K | Sell |
6,983
-51
| -0.7% | -$2.11K | 0.06% | 236 |
|
|
2021
Q2 | $318K | Buy |
7,034
+208
| +3% | +$9.4K | 0.07% | 218 |
|
|
2021
Q1 | $295K | Sell |
6,826
-6,694
| -50% | -$289K | 0.1% | 152 |
|
|
2020
Q4 | $568K | Buy |
13,520
+6,977
| +107% | +$293K | 0.16% | 113 |
|
|
2020
Q3 | $233K | Buy |
+6,543
| New | +$233K | 0.08% | 177 |
|
|
2020
Q2 | – | Sell |
-1,143
| Closed | -$31K | – | 381 |
|
|
2020
Q1 | $31K | Buy |
+1,143
| New | +$31K | 0.01% | 435 |
|