JFA
JNBA Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
41,467
+132
| +0.3% | +$5.17K | 0.16% | 69 |
|
|
2025
Q1 | $1.44M | Sell |
41,335
-2,826
| -6% | -$98.8K | 0.15% | 75 |
|
|
2024
Q4 | $1.47M | Buy |
44,161
+807
| +2% | +$26.9K | 0.15% | 72 |
|
|
2024
Q3 | $1.58M | Sell |
43,354
-27,627
| -39% | -$1.01M | 0.16% | 71 |
|
|
2024
Q2 | $2.38M | Buy |
70,981
+3,295
| +5% | +$110K | 0.25% | 55 |
|
|
2024
Q1 | $2.18M | Buy |
67,686
+7,152
| +12% | +$231K | 0.23% | 60 |
|
|
2023
Q4 | $1.94M | Buy |
60,534
+1,336
| +2% | +$42.8K | 0.22% | 68 |
|
|
2023
Q3 | $1.79M | Sell |
59,198
-809
| -1% | -$24.5K | 0.22% | 67 |
|
|
2023
Q2 | $1.9M | Buy |
60,007
+3,226
| +6% | +$102K | 0.23% | 67 |
|
|
2023
Q1 | $1.79M | Buy |
56,781
+5,286
| +10% | +$166K | 0.23% | 69 |
|
|
2022
Q4 | $1.55M | Buy |
51,495
+2,572
| +5% | +$77.3K | 0.22% | 72 |
|
|
2022
Q3 | $1.35M | Buy |
48,923
+560
| +1% | +$15.5K | 0.21% | 74 |
|
|
2022
Q2 | $1.56M | Buy |
48,363
+689
| +1% | +$22.3K | 0.24% | 69 |
|
|
2022
Q1 | $1.75M | Buy |
47,674
+5,829
| +14% | +$214K | 0.23% | 67 |
|
|
2021
Q4 | $1.66M | Buy |
41,845
+6,918
| +20% | +$275K | 0.2% | 72 |
|
|
2021
Q3 | $1.45M | Buy |
34,927
+4,692
| +16% | +$194K | 0.19% | 73 |
|
|
2021
Q2 | $1.37M | Buy |
30,235
+6,840
| +29% | +$309K | 0.18% | 76 |
|
|
2021
Q1 | $1.01M | Buy |
23,395
+8,424
| +56% | +$365K | 0.15% | 87 |
|
|
2020
Q4 | $628K | Buy |
14,971
+7,550
| +102% | +$317K | 0.1% | 97 |
|
|
2020
Q3 | $264K | Hold |
7,421
| – | – | 0.05% | 133 |
|
|
2020
Q2 | $238K | Buy |
7,421
+249
| +3% | +$7.99K | 0.05% | 140 |
|
|
2020
Q1 | $196K | Buy |
7,172
+4,616
| +181% | +$126K | 0.05% | 142 |
|
|
2019
Q4 | $92K | Buy |
2,556
+2,178
| +576% | +$78.4K | 0.02% | 188 |
|
|
2019
Q3 | $12K | Hold |
378
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $13K | Buy |
+378
| New | +$13K | ﹤0.01% | 403 |
|