MPW
MA Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
12,482
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $436K | Hold |
12,482
| – | – | 0.08% | 60 |
|
|
2024
Q4 | $417K | Buy |
12,482
+108
| +0.9% | +$3.61K | 0.08% | 58 |
|
|
2024
Q3 | $451K | Buy |
12,374
+2,605
| +27% | +$94.8K | 0.08% | 55 |
|
|
2024
Q2 | $328K | Hold |
9,769
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $315K | Hold |
9,769
| – | – | 0.06% | 60 |
|
|
2023
Q4 | $313K | Buy |
9,769
+531
| +6% | +$17K | 0.07% | 62 |
|
|
2023
Q3 | $280K | Sell |
9,238
-94
| -1% | -$2.85K | 0.07% | 66 |
|
|
2023
Q2 | $295K | Hold |
9,332
| – | – | 0.07% | 63 |
|
|
2023
Q1 | $294K | Buy |
9,332
+2,214
| +31% | +$69.7K | 0.07% | 60 |
|
|
2022
Q4 | $214K | Buy |
+7,118
| New | +$214K | 0.05% | 79 |
|