Kingsview Wealth Management’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
Q2 | $230K | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $248K | Buy |
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