Morris Financial Concepts’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 | $55.9K | Sell |
1,426
-220
| -13% | -$8.62K | 0.02% | 152 |
|
|
2025
Q1 | $57.5K | Buy |
1,646
+4
| +0.2% | +$140 | 0.02% | 151 |
|
|
2024
Q4 | $54.8K | Sell |
1,642
-138
| -8% | -$4.61K | 0.02% | 144 |
|
|
2024
Q3 | $64.8K | Sell |
1,780
-409
| -19% | -$14.9K | 0.03% | 144 |
|
|
2024
Q2 | $73.4K | Sell |
2,189
-2,073
| -49% | -$69.5K | 0.04% | 114 |
|
|
2024
Q1 | $137K | Buy |
+4,262
| New | +$137K | 0.07% | 105 |
|