HB Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $742K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $570K | Buy |
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