Heritage Wealth Advisors’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 | $1.74M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $15.1K | Buy |
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