Litman Gregory 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
Q3 | $3.4M | Sell |
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|
2025
Q2 | $3.36M | Sell |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $3.44M | Sell |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $5.33M | Buy |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.58M | Sell |
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|
2022
Q3 | $8.1M | Buy |
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|
2022
Q2 | $8.5M | Buy |
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|
2022
Q1 | $8.13M | Buy |
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|
2021
Q4 | $8.6M | Sell |
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|
2021
Q3 | $9.17M | Buy |
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|
2021
Q2 | $8.92K | Sell |
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|
2021
Q1 | $5.35M | Buy |
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|
2020
Q4 | $4.75M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $2.96M | Buy |
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|
2019
Q3 | $2.34M | Buy |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.02M | Buy |
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|
2018
Q3 | $2.04M | Sell |
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|
2018
Q2 | $4.51M | Buy |
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|
2018
Q1 | $2.36M | Buy |
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|
2017
Q4 | $1.86K | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q4 | $154K | Buy |
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