Keener Financial Planning’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 | $237K | Buy |
6,055
+66
| +1% | +$2.58K | 0.12% | 46 |
|
|
2025
Q1 | $209K | Hold |
5,989
| – | – | 0.14% | 40 |
|
|
2024
Q4 | $199K | Buy |
5,989
+2,518
| +73% | +$83.7K | 0.12% | 44 |
|
|
2024
Q3 | $126K | Sell |
3,471
-2,049
| -37% | -$74.4K | 0.08% | 54 |
|
|
2024
Q2 | $185K | Hold |
5,520
| – | – | 0.12% | 46 |
|
|
2024
Q1 | $178K | Buy |
5,520
+51
| +0.9% | +$1.65K | 0.12% | 48 |
|
|
2023
Q4 | $175K | Buy |
+5,469
| New | +$175K | 0.14% | 46 |
|