Neumann Capital Management’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 | $1.43M | Sell |
36,435
-700
| -2% | -$27.4K | 0.45% | 50 |
|
|
2025
Q1 | $1.3M | Sell |
37,135
-1,200
| -3% | -$41.9K | 0.45% | 50 |
|
|
2024
Q4 | $1.28M | Sell |
38,335
-1,100
| -3% | -$36.7K | 0.43% | 50 |
|
|
2024
Q3 | $1.44M | Hold |
39,435
| – | – | 0.48% | 47 |
|
|
2024
Q2 | $1.32M | Sell |
39,435
-500
| -1% | -$16.8K | 0.45% | 47 |
|
|
2024
Q1 | $1.29M | Buy |
39,935
+1,460
| +4% | +$47.1K | 0.46% | 49 |
|
|
2023
Q4 | $1.23M | Buy |
38,475
+1,600
| +4% | +$51.3K | 0.49% | 47 |
|
|
2023
Q3 | $1.12M | Buy |
36,875
+310
| +0.8% | +$9.39K | 0.49% | 52 |
|
|
2023
Q2 | $1.16M | Buy |
36,565
+300
| +0.8% | +$9.49K | 0.48% | 49 |
|
|
2023
Q1 | $1.14M | Buy |
36,265
+700
| +2% | +$22K | 0.5% | 48 |
|
|
2022
Q4 | $1.07M | Buy |
35,565
+4,220
| +13% | +$127K | 0.5% | 51 |
|
|
2022
Q3 | $867K | Buy |
31,345
+800
| +3% | +$22.1K | 0.45% | 56 |
|
|
2022
Q2 | $987K | Buy |
30,545
+7,025
| +30% | +$227K | 0.5% | 51 |
|
|
2022
Q1 | $864K | Buy |
23,520
+5,400
| +30% | +$198K | 0.37% | 56 |
|
|
2021
Q4 | $720K | Buy |
18,120
+2,270
| +14% | +$90.2K | 0.29% | 59 |
|
|
2021
Q3 | $657K | Buy |
15,850
+5,050
| +47% | +$209K | 0.29% | 59 |
|
|
2021
Q2 | $488K | Buy |
+10,800
| New | +$488K | 0.22% | 63 |
|