Highline Wealth Partners’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
Q1 | – | Sell |
-756
| Closed | -$25.2K | – | 1028 |
|
|
2024
Q4 | $25.2K | Hold |
756
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $27.5K | Hold |
756
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $25.3K | Hold |
756
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $24.4K | Hold |
756
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $24.2K | Hold |
756
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $22.9K | Buy |
+756
| New | +$22.9K | 0.01% | 137 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$13.8K | – | 339 |
|
|
2022
Q3 | $13.8K | Buy |
+500
| New | +$13.8K | 0.01% | 128 |
|