O'Brien Wealth Partners’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 | $6.61M | Sell |
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|
2025
Q2 | $6.1M | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $708K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $254K | Buy |
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