McKinley Carter Wealth Services’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 | $1.14M | Sell |
29,132
-1,064
| -4% | -$41.7K | 0.06% | 157 |
|
|
2025
Q1 | $1.06M | Buy |
30,196
+4,074
| +16% | +$142K | 0.06% | 155 |
|
|
2024
Q4 | $872K | Buy |
26,122
+1,383
| +6% | +$46.2K | 0.05% | 164 |
|
|
2024
Q3 | $901K | Buy |
24,739
+374
| +2% | +$13.6K | 0.05% | 168 |
|
|
2024
Q2 | $817K | Sell |
24,365
-654
| -3% | -$21.9K | 0.05% | 171 |
|
|
2024
Q1 | $806K | Sell |
25,019
-448
| -2% | -$14.4K | 0.05% | 169 |
|
|
2023
Q4 | $816K | Buy |
25,467
+2,945
| +13% | +$94.4K | 0.06% | 161 |
|
|
2023
Q3 | $682K | Sell |
22,522
-244
| -1% | -$7.39K | 0.05% | 171 |
|
|
2023
Q2 | $720K | Sell |
22,766
-985
| -4% | -$31.2K | 0.05% | 175 |
|
|
2023
Q1 | $748K | Buy |
23,751
+2,291
| +11% | +$72.1K | 0.06% | 174 |
|
|
2022
Q4 | $645K | Buy |
21,460
+409
| +2% | +$12.3K | 0.05% | 176 |
|
|
2022
Q3 | $582K | Buy |
21,051
+372
| +2% | +$10.3K | 0.05% | 170 |
|
|
2022
Q2 | $668K | Buy |
20,679
+1,955
| +10% | +$63.2K | 0.06% | 169 |
|
|
2022
Q1 | $688K | Buy |
18,724
+2,178
| +13% | +$80K | 0.05% | 175 |
|
|
2021
Q4 | $658K | Buy |
16,546
+11,439
| +224% | +$455K | 0.05% | 170 |
|
|
2021
Q3 | $211K | Sell |
5,107
-60
| -1% | -$2.48K | 0.02% | 275 |
|
|
2021
Q2 | $233K | Buy |
+5,167
| New | +$233K | 0.02% | 262 |
|