Keystone Financial Services (Colorado)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Buy |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $5.54M | Buy |
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