Institute for 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 | $1.41M | Buy |
35,976
+1,435
| +4% | +$56.2K | 0.16% | 135 |
|
|
2025
Q1 | $1.21M | Sell |
34,541
-407
| -1% | -$14.2K | 0.15% | 147 |
|
|
2024
Q4 | $1.17M | Buy |
34,948
+3,204
| +10% | +$107K | 0.15% | 147 |
|
|
2024
Q3 | $1.16M | Buy |
31,744
+2,520
| +9% | +$91.8K | 0.15% | 150 |
|
|
2024
Q2 | $980K | Sell |
29,224
-338
| -1% | -$11.3K | 0.13% | 167 |
|
|
2024
Q1 | $953K | Buy |
29,562
+1,758
| +6% | +$56.7K | 0.12% | 174 |
|
|
2023
Q4 | $891K | Buy |
27,804
+1,511
| +6% | +$48.4K | 0.14% | 165 |
|
|
2023
Q3 | $796K | Buy |
26,293
+1,930
| +8% | +$58.4K | 0.14% | 171 |
|
|
2023
Q2 | $771K | Buy |
24,363
+739
| +3% | +$23.4K | 0.13% | 183 |
|
|
2023
Q1 | $744K | Sell |
23,624
-62
| -0.3% | -$1.95K | 0.14% | 181 |
|
|
2022
Q4 | $712K | Sell |
23,686
-1,238
| -5% | -$37.2K | 0.15% | 188 |
|
|
2022
Q3 | $690K | Buy |
24,924
+1,375
| +6% | +$38.1K | 0.15% | 178 |
|
|
2022
Q2 | $761K | Sell |
23,549
-93
| -0.4% | -$3.01K | 0.15% | 170 |
|
|
2022
Q1 | $868K | Buy |
23,642
+2,482
| +12% | +$91.1K | 0.14% | 182 |
|
|
2021
Q4 | $841K | Buy |
21,160
+1,563
| +8% | +$62.1K | 0.14% | 184 |
|
|
2021
Q3 | $812K | Buy |
19,597
+2,708
| +16% | +$112K | 0.14% | 181 |
|
|
2021
Q2 | $763K | Buy |
16,889
+882
| +6% | +$39.8K | 0.13% | 188 |
|
|
2021
Q1 | $693K | Buy |
16,007
+3,693
| +30% | +$160K | 0.13% | 195 |
|
|
2020
Q4 | $517K | Buy |
12,314
+3,208
| +35% | +$135K | 0.1% | 242 |
|
|
2020
Q3 | $324K | Buy |
+9,106
| New | +$324K | 0.07% | 298 |
|
|
2020
Q1 | – | Sell |
-342
| Closed | -$12K | – | 450 |
|
|
2019
Q4 | $12K | Buy |
+342
| New | +$12K | ﹤0.01% | 586 |
|