Great Diamond 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 | $288K | Sell |
7,351
-245
| -3% | -$9.6K | 0.06% | 188 |
|
|
2025
Q1 | $265K | Buy |
7,596
+66
| +0.9% | +$2.31K | 0.07% | 151 |
|
|
2024
Q4 | $251K | Buy |
7,530
+214
| +3% | +$7.15K | 0.07% | 154 |
|
|
2024
Q3 | $266K | Sell |
7,316
-97
| -1% | -$3.53K | 0.07% | 159 |
|
|
2024
Q2 | $249K | Sell |
7,413
-227
| -3% | -$7.61K | 0.06% | 183 |
|
|
2024
Q1 | $246K | Buy |
7,640
+21
| +0.3% | +$677 | 0.06% | 199 |
|
|
2023
Q4 | $244K | Sell |
7,619
-10
| -0.1% | -$321 | 0.06% | 202 |
|
|
2023
Q3 | $231K | Buy |
7,629
+183
| +2% | +$5.54K | 0.06% | 204 |
|
|
2023
Q2 | $236K | Buy |
+7,446
| New | +$236K | 0.06% | 201 |
|