Modera Wealth Management’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 | $5.79M | Buy |
147,832
+2,285
| +2% | +$89.5K | 0.07% | 169 |
|
|
2025
Q1 | $5.09M | Buy |
145,547
+2,607
| +2% | +$91.1K | 0.07% | 173 |
|
|
2024
Q4 | $4.77M | Buy |
142,940
+2,388
| +2% | +$79.7K | 0.06% | 183 |
|
|
2024
Q3 | $5.12M | Buy |
140,552
+365
| +0.3% | +$13.3K | 0.07% | 163 |
|
|
2024
Q2 | $4.7M | Sell |
140,187
-3,140
| -2% | -$105K | 0.07% | 160 |
|
|
2024
Q1 | $4.62M | Buy |
143,327
+2,561
| +2% | +$82.5K | 0.07% | 163 |
|
|
2023
Q4 | $4.51M | Buy |
140,766
+9,654
| +7% | +$310K | 0.07% | 161 |
|
|
2023
Q3 | $3.97M | Buy |
131,112
+4,000
| +3% | +$121K | 0.07% | 167 |
|
|
2023
Q2 | $4.02M | Buy |
+127,112
| New | +$4.02M | 0.07% | 171 |
|