Morling Financial Advisors’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 | $774K | Sell |
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|
2025
Q2 | $707K | Sell |
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|
2025
Q1 | $634K | Buy |
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|
2024
Q4 | $549K | Buy |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $950K | Buy |
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|
2022
Q3 | $823K | Buy |
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|
2022
Q2 | $936K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $366K | Buy |
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