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
Q4
Sell
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