Heritage Wealth Advisors’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 | $1.55M | Buy |
39,458
+173
| +0.4% | +$6.78K | 0.07% | 62 |
|
|
2025
Q1 | $1.37M | Buy |
39,285
+671
| +2% | +$23.5K | 0.07% | 65 |
|
|
2024
Q4 | $1.29M | Sell |
38,614
-223
| -0.6% | -$7.45K | 0.06% | 70 |
|
|
2024
Q3 | $1.41M | Sell |
38,837
-193
| -0.5% | -$7.03K | 0.07% | 70 |
|
|
2024
Q2 | $1.31M | Buy |
39,030
+798
| +2% | +$26.8K | 0.06% | 72 |
|
|
2024
Q1 | $1.23M | Buy |
38,232
+185
| +0.5% | +$5.96K | 0.06% | 75 |
|
|
2023
Q4 | $1.22M | Buy |
38,047
+4,457
| +13% | +$143K | 0.06% | 76 |
|
|
2023
Q3 | $1.02M | Buy |
33,590
+10,244
| +44% | +$310K | 0.06% | 77 |
|
|
2023
Q2 | $738K | Buy |
23,346
+9,774
| +72% | +$309K | 0.04% | 104 |
|
|
2023
Q1 | $427K | Buy |
13,572
+205
| +2% | +$6.45K | 0.02% | 142 |
|
|
2022
Q4 | $402K | Buy |
13,367
+32
| +0.2% | +$962 | 0.02% | 150 |
|
|
2022
Q3 | $369K | Buy |
13,335
+6,065
| +83% | +$168K | 0.03% | 147 |
|
|
2022
Q2 | $235K | Buy |
7,270
+4,064
| +127% | +$131K | 0.02% | 185 |
|
|
2022
Q1 | $118K | Buy |
3,206
+2,801
| +692% | +$103K | 0.01% | 237 |
|
|
2021
Q4 | $16K | Buy |
405
+40
| +11% | +$1.58K | ﹤0.01% | 421 |
|
|
2021
Q3 | $15.1K | Buy |
+365
| New | +$15.1K | ﹤0.01% | 422 |
|