Leverty Financial Group’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 | – | Sell |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $6K | Buy |
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