Montecito Bank & Trust’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 | $753K | Buy |
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|
2025
Q1 | $601K | Hold |
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|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $277K | Hold |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8K | Buy |
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