Journey Strategic Wealth’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
$208K Sell
5,316
-2,953
-36% -$116K 0.01% 602
2025
Q1
$289K Buy
8,269
+103
+1% +$3.6K 0.01% 345
2024
Q4
$273K Buy
8,166
+1,479
+22% +$49.4K 0.01% 362
2024
Q3
$243K Buy
6,687
+360
+6% +$13.1K 0.01% 399
2024
Q2
$212K Buy
+6,327
New +$212K 0.01% 351