Laurel Wealth Planning’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 | $5.64M | Sell |
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|
2025
Q1 | $5.31M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $5.16M | Buy |
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|
2024
Q2 | $4.7M | Sell |
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|
2024
Q1 | $4.54M | Buy |
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|
2023
Q4 | $4.3M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.75M | Buy |
|
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.13M | Buy |
|