Leverty Financial Group’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 | $267K | Sell |
6,810
-617
| -8% | -$24.2K | 0.08% | 34 |
|
|
2025
Q1 | $260K | Buy |
7,427
+33
| +0.4% | +$1.15K | 0.11% | 32 |
|
|
2024
Q4 | $247K | Buy |
7,394
+106
| +1% | +$3.54K | 0.13% | 29 |
|
|
2024
Q3 | $265K | Hold |
7,288
| – | – | 0.15% | 27 |
|
|
2024
Q2 | $244K | Buy |
7,288
+693
| +11% | +$23.2K | 0.14% | 24 |
|
|
2024
Q1 | $213K | Sell |
6,595
-762
| -10% | -$24.6K | 0.13% | 30 |
|
|
2023
Q4 | $236K | Hold |
7,357
| – | – | 0.15% | 29 |
|
|
2023
Q3 | $223K | Buy |
7,357
+44
| +0.6% | +$1.33K | 0.16% | 25 |
|
|
2023
Q2 | $231K | Hold |
7,313
| – | – | 0.17% | 24 |
|
|
2023
Q1 | $230K | Buy |
7,313
+156
| +2% | +$4.91K | 0.18% | 26 |
|
|
2022
Q4 | $215K | Sell |
7,157
-1,508
| -17% | -$45.3K | 0.18% | 26 |
|
|
2022
Q3 | $239K | Buy |
8,665
+495
| +6% | +$13.7K | 0.23% | 20 |
|
|
2022
Q2 | $263K | Sell |
8,170
-1,414
| -15% | -$45.5K | 0.25% | 20 |
|
|
2022
Q1 | $352K | Buy |
9,584
+9,433
| +6,247% | +$346K | 0.28% | 16 |
|
|
2021
Q4 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 107 |
|