HM Payson & Co’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
$565 Buy
2022
Q3
Sell
2022
Q2
$89K Buy
2022
Q1
$76K Buy
2021
Q4
$74K Buy
2021
Q3
$44K Hold
2021
Q2
$48K Sell
2021
Q1
$52K Sell
2020
Q4
$57K Buy
2020
Q3
$37K Hold
2020
Q2
$33K Sell
2020
Q1
$46K Sell
2019
Q4
$96K Buy
2019
Q3
$22K Sell
2019
Q2
$151K Buy