Guardian Wealth Advisors (North Carolina)’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 | $49.7K | Buy |
1,269
+16
| +1% | +$627 | ﹤0.01% | 398 |
|
|
2025
Q1 | $43.8K | Hold |
1,253
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $41.8K | Buy |
+1,253
| New | +$41.8K | ﹤0.01% | 372 |
|
|
2022
Q2 | – | Sell |
-91
| Closed | -$3K | – | 354 |
|
|
2022
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 221 |
|