Merit Financial Group’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 | $643K | Buy |
16,427
+5,860
| +55% | +$230K | 0.01% | 980 |
|
|
2025
Q1 | $369K | Buy |
+10,567
| New | +$369K | 0.01% | 1051 |
|
|
2022
Q4 | – | Sell |
-48,698
| Closed | -$1.35M | – | 700 |
|
|
2022
Q3 | $1.35M | Sell |
48,698
-137,195
| -74% | -$3.79M | 0.06% | 206 |
|
|
2022
Q2 | $6.01M | Buy |
185,893
+49,491
| +36% | +$1.6M | 0.19% | 74 |
|
|
2022
Q1 | $5.01M | Buy |
+136,402
| New | +$5.01M | 0.3% | 52 |
|