Horst & Graben Wealth Management’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 | $1.52M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $765K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $926K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $698K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $927K | Buy |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.4M | Buy |
|