Koss-Olinger Consulting’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 | $2.4M | Sell |
61,391
-14,307
| -19% | -$560K | 0.2% | 60 |
|
|
2025
Q1 | $2.65M | Buy |
75,698
+473
| +0.6% | +$16.5K | 0.22% | 49 |
|
|
2024
Q4 | $2.51M | Sell |
75,225
-264
| -0.3% | -$8.82K | 0.22% | 52 |
|
|
2024
Q3 | $2.75M | Buy |
75,489
+485
| +0.6% | +$17.7K | 0.24% | 51 |
|
|
2024
Q2 | $2.52M | Buy |
+75,004
| New | +$2.52M | 0.23% | 51 |
|
|
2024
Q1 | – | Sell |
-49,368
| Closed | -$1.58M | – | 127 |
|
|
2023
Q4 | $1.58M | Buy |
+49,368
| New | +$1.58M | 0.16% | 71 |
|
|
2023
Q3 | – | Sell |
-21,959
| Closed | -$695K | – | 283 |
|
|
2023
Q2 | $695K | Buy |
21,959
+2,191
| +11% | +$69.3K | 0.08% | 116 |
|
|
2023
Q1 | $622K | Buy |
+19,768
| New | +$622K | 0.08% | 119 |
|