Horst & Graben Wealth Management’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 | $1.35M | Buy |
34,357
+549
| +2% | +$21.5K | 0.22% | 63 |
|
|
2025
Q1 | $1.18M | Sell |
33,808
-2,251
| -6% | -$78.7K | 0.21% | 62 |
|
|
2024
Q4 | $1.2M | Buy |
36,059
+2,014
| +6% | +$67.2K | 0.21% | 56 |
|
|
2024
Q3 | $1.24M | Buy |
34,045
+583
| +2% | +$21.2K | 0.22% | 52 |
|
|
2024
Q2 | $1.12M | Buy |
33,462
+9,730
| +41% | +$326K | 0.21% | 55 |
|
|
2024
Q1 | $765K | Sell |
23,732
-238
| -1% | -$7.67K | 0.16% | 65 |
|
|
2023
Q4 | $768K | Buy |
23,970
+2,523
| +12% | +$80.9K | 0.17% | 62 |
|
|
2023
Q3 | $649K | Sell |
21,447
-10,889
| -34% | -$330K | 0.16% | 59 |
|
|
2023
Q2 | $1.02M | Sell |
32,336
-537
| -2% | -$17K | 0.24% | 44 |
|
|
2023
Q1 | $1.04M | Buy |
32,873
+1,704
| +5% | +$53.7K | 0.26% | 46 |
|
|
2022
Q4 | $937K | Sell |
31,169
-2,290
| -7% | -$68.8K | 0.25% | 51 |
|
|
2022
Q3 | $926K | Buy |
33,459
+1,972
| +6% | +$54.6K | 0.26% | 47 |
|
|
2022
Q2 | $1.02M | Buy |
31,487
+15,201
| +93% | +$491K | 0.28% | 48 |
|
|
2022
Q1 | $598K | Buy |
16,286
+307
| +2% | +$11.3K | 0.15% | 70 |
|
|
2021
Q4 | $635K | Sell |
15,979
-866
| -5% | -$34.4K | 0.16% | 69 |
|
|
2021
Q3 | $698K | Sell |
16,845
-6,872
| -29% | -$285K | 0.19% | 57 |
|
|
2021
Q2 | $1.07M | Buy |
23,717
+2,313
| +11% | +$104K | 0.3% | 46 |
|
|
2021
Q1 | $927K | Buy |
21,404
+9,028
| +73% | +$391K | 0.29% | 49 |
|
|
2020
Q4 | $520K | Buy |
12,376
+2,012
| +19% | +$84.5K | 0.18% | 66 |
|
|
2020
Q3 | $369K | Buy |
+10,364
| New | +$369K | 0.14% | 81 |
|
|
2020
Q2 | – | Sell |
-50,977
| Closed | -$1.4M | – | 100 |
|
|
2020
Q1 | $1.4M | Buy |
+50,977
| New | +$1.4M | 0.73% | 19 |
|