JFS Wealth Advisors’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 | $87.4K | Buy |
2,232
+124
| +6% | +$4.86K | 0.01% | 389 |
|
|
2025
Q1 | $73.7K | Sell |
2,108
-27
| -1% | -$944 | 0.01% | 408 |
|
|
2024
Q4 | $71.3K | Buy |
2,135
+180
| +9% | +$6.01K | ﹤0.01% | 402 |
|
|
2024
Q3 | $71.2K | Sell |
1,955
-9
| -0.5% | -$328 | ﹤0.01% | 413 |
|
|
2024
Q2 | $65.9K | Buy |
1,964
+689
| +54% | +$23.1K | 0.01% | 379 |
|
|
2024
Q1 | $41.1K | Buy |
1,275
+112
| +10% | +$3.61K | ﹤0.01% | 466 |
|
|
2023
Q4 | $37.3K | Buy |
+1,163
| New | +$37.3K | ﹤0.01% | 458 |
|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 1865 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1334 |
|