Integris 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 | $1.34M | Sell |
34,227
-20
| -0.1% | -$783 | 0.35% | 27 |
|
|
2025
Q1 | $1.2M | Buy |
34,247
+1,555
| +5% | +$54.3K | 0.34% | 28 |
|
|
2024
Q4 | $1.09M | Sell |
32,692
-1,544
| -5% | -$51.6K | 0.31% | 30 |
|
|
2024
Q3 | $1.25M | Sell |
34,236
-191
| -0.6% | -$6.95K | 0.35% | 29 |
|
|
2024
Q2 | $1.15M | Buy |
34,427
+510
| +2% | +$17.1K | 0.33% | 29 |
|
|
2024
Q1 | $1.09M | Buy |
33,917
+634
| +2% | +$20.4K | 0.3% | 31 |
|
|
2023
Q4 | $1.07M | Sell |
33,283
-5,115
| -13% | -$164K | 0.32% | 30 |
|
|
2023
Q3 | $1.16M | Buy |
38,398
+2,855
| +8% | +$86.4K | 0.38% | 29 |
|
|
2023
Q2 | $1.12M | Buy |
35,543
+966
| +3% | +$30.6K | 0.4% | 25 |
|
|
2023
Q1 | $1.09M | Buy |
34,577
+1,691
| +5% | +$53.2K | 0.4% | 26 |
|
|
2022
Q4 | $989K | Buy |
+32,886
| New | +$989K | 0.39% | 28 |
|