MWP
Moller Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
8,626
-894
| -9% | -$35K | 0.07% | 50 |
|
|
2025
Q1 | $333K | Buy |
9,520
+836
| +10% | +$29.2K | 0.08% | 49 |
|
|
2024
Q4 | $290K | Buy |
8,684
+35
| +0.4% | +$1.17K | 0.08% | 50 |
|
|
2024
Q3 | $315K | Sell |
8,649
-9
| -0.1% | -$328 | 0.08% | 52 |
|
|
2024
Q2 | $290K | Hold |
8,658
| – | – | 0.08% | 55 |
|
|
2024
Q1 | $279K | Buy |
8,658
+594
| +7% | +$19.1K | 0.08% | 45 |
|
|
2023
Q4 | $259K | Buy |
8,064
+196
| +2% | +$6.28K | 0.07% | 45 |
|
|
2023
Q3 | $238K | Sell |
7,868
-655
| -8% | -$19.8K | 0.08% | 44 |
|
|
2023
Q2 | $270K | Buy |
8,523
+37
| +0.4% | +$1.17K | 0.08% | 41 |
|
|
2023
Q1 | $267K | Hold |
8,486
| – | – | 0.08% | 41 |
|
|
2022
Q4 | $255K | Buy |
8,486
+98
| +1% | +$2.95K | 0.08% | 44 |
|
|
2022
Q3 | $232K | Buy |
8,388
+603
| +8% | +$16.7K | 0.08% | 43 |
|
|
2022
Q2 | $252K | Buy |
7,785
+174
| +2% | +$5.63K | 0.09% | 42 |
|
|
2022
Q1 | $280K | Buy |
7,611
+1,508
| +25% | +$55.5K | 0.09% | 44 |
|
|
2021
Q4 | $243K | Buy |
+6,103
| New | +$243K | 0.08% | 43 |
|