Morton Brown Family Wealth’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 | $252K | Buy |
6,434
+6
| +0.1% | +$235 | 0.08% | 52 |
|
|
2025
Q1 | $225K | Buy |
6,428
+13
| +0.2% | +$454 | 0.08% | 51 |
|
|
2024
Q4 | $214K | Sell |
6,415
-591
| -8% | -$19.7K | 0.07% | 58 |
|
|
2024
Q3 | $255K | Hold |
7,006
| – | – | 0.09% | 47 |
|
|
2024
Q2 | $239K | Sell |
7,006
-8
| -0.1% | -$272 | 0.09% | 50 |
|
|
2024
Q1 | $226K | Buy |
7,014
+352
| +5% | +$11.3K | 0.09% | 49 |
|
|
2023
Q4 | $214K | Buy |
6,662
+25
| +0.4% | +$802 | 0.09% | 49 |
|
|
2023
Q3 | $201K | Buy |
6,637
+321
| +5% | +$9.72K | 0.1% | 43 |
|
|
2023
Q2 | $200K | Hold |
6,316
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $199K | Sell |
6,316
-2,189
| -26% | -$68.9K | 0.12% | 45 |
|
|
2022
Q4 | $256K | Buy |
8,505
+5,103
| +150% | +$153K | 0.17% | 41 |
|
|
2022
Q3 | $94K | Buy |
3,402
+10
| +0.3% | +$276 | 0.07% | 55 |
|
|
2022
Q2 | $110K | Buy |
3,392
+118
| +4% | +$3.83K | 0.09% | 51 |
|
|
2022
Q1 | $120K | Hold |
3,274
| – | – | 0.09% | 52 |
|
|
2021
Q4 | $130K | Buy |
+3,274
| New | +$130K | 0.1% | 52 |
|