Modera Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Modera Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.54M	Buy
2025 Q2	$5.79M	Buy
2025 Q1	$5.09M	Buy
2024 Q4	$4.77M	Buy
2024 Q3	$5.12M	Buy
2024 Q2	$4.7M	Sell
2024 Q1	$4.62M	Buy
2023 Q4	$4.51M	Buy
2023 Q3	$3.97M	Buy
2023 Q2	$4.02M	Buy