Morton Brown Family Wealth’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 | $279K | Hold |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $199K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $130K | Buy |
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