McKinley Carter Wealth Services’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 | $1.26M | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $901K | Buy |
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|
2024
Q2 | $817K | Sell |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $682K | Sell |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $233K | Buy |
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