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
Q2
$6.1M Buy
2025
Q1
$249K Buy
2022
Q4
Sell
2022
Q3
$708K Buy
2021
Q3
Sell
2021
Q2
$321K Hold
2021
Q1
$322K Hold
2020
Q4
$326K Hold
2020
Q3
$270K Sell
2020
Q2
$329K Hold
2020
Q1
$254K Buy