Moller Wealth Partners’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 | $369K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $243K | Buy |
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