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Heritage Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Trust’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$348K Hold
10,390
– – 0.05% 225
2024
Q1 		$335K Hold
10,390
– – 0.04% 226
2023
Q4 		$333K Hold
10,390
– – 0.05% 225
2023
Q3 		$315K Hold
10,390
– – 0.05% 218
2023
Q2 		$329K Buy
+10,390
New +$329K 0.05% 213