Morling Financial Advisors’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 | $707K | Sell |
18,047
-90
| -0.5% | -$3.53K | 0.23% | 36 |
|
|
2025
Q1 | $634K | Buy |
18,137
+1,709
| +10% | +$59.7K | 0.22% | 39 |
|
|
2024
Q4 | $549K | Buy |
16,428
+909
| +6% | +$30.4K | 0.19% | 38 |
|
|
2024
Q3 | $565K | Buy |
15,519
+154
| +1% | +$5.61K | 0.22% | 35 |
|
|
2024
Q2 | $515K | Sell |
15,365
-19,736
| -56% | -$662K | 0.22% | 35 |
|
|
2024
Q1 | $1.13M | Buy |
35,101
+1,154
| +3% | +$37.2K | 0.65% | 23 |
|
|
2023
Q4 | $1.09M | Sell |
33,947
-189
| -0.6% | -$6.06K | 0.88% | 19 |
|
|
2023
Q3 | $1.03M | Buy |
34,136
+1,659
| +5% | +$50.2K | 1.02% | 18 |
|
|
2023
Q2 | $1.03M | Buy |
32,477
+564
| +2% | +$17.8K | 0.99% | 20 |
|
|
2023
Q1 | $1M | Buy |
31,913
+315
| +1% | +$9.92K | 1.08% | 20 |
|
|
2022
Q4 | $950K | Buy |
31,598
+1,851
| +6% | +$55.7K | 1.21% | 19 |
|
|
2022
Q3 | $823K | Buy |
29,747
+770
| +3% | +$21.3K | 1.12% | 20 |
|
|
2022
Q2 | $936K | Sell |
28,977
-2,315
| -7% | -$74.8K | 1.22% | 20 |
|
|
2022
Q1 | $1.15M | Buy |
31,292
+22,077
| +240% | +$811K | 1.45% | 16 |
|
|
2021
Q4 | $366K | Buy |
+9,215
| New | +$366K | 0.35% | 29 |
|