Grand 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 | $1.96K | Hold |
50
| – | – | ﹤0.01% | 72 |
|
|
2025
Q1 | $1.75K | Hold |
50
| – | – | ﹤0.01% | 67 |
|
|
2024
Q4 | $1.67K | Hold |
50
| – | – | ﹤0.01% | 65 |
|
|
2024
Q3 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 63 |
|
|
2024
Q2 | $1.68K | Hold |
50
| – | – | ﹤0.01% | 55 |
|
|
2024
Q1 | $1.61K | Hold |
50
| – | – | ﹤0.01% | 68 |
|
|
2023
Q4 | $1.6K | Hold |
50
| – | – | ﹤0.01% | 71 |
|
|
2023
Q3 | $1.51K | Sell |
50
-289
| -85% | -$8.75K | ﹤0.01% | 69 |
|
|
2023
Q2 | $10.7K | Buy |
339
+1
| +0.3% | +$32 | 0.01% | 59 |
|
|
2023
Q1 | $10.6K | Sell |
338
-229
| -40% | -$7.21K | 0.01% | 52 |
|
|
2022
Q4 | $17.1K | Sell |
567
-2,581
| -82% | -$77.6K | 0.01% | 50 |
|
|
2022
Q3 | $87K | Buy |
3,148
+547
| +21% | +$15.1K | 0.05% | 42 |
|
|
2022
Q2 | $84K | Buy |
2,601
+715
| +38% | +$23.1K | 0.04% | 44 |
|
|
2022
Q1 | $69K | Buy |
1,886
+56
| +3% | +$2.05K | 0.03% | 43 |
|
|
2021
Q4 | $73K | Buy |
+1,830
| New | +$73K | 0.03% | 43 |
|