OBWP
O'Brien Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
155,676
+148,548
| +2,084% | +$5.82M | 0.96% | 21 |
|
|
2025
Q1 | $249K | Buy |
+7,128
| New | +$249K | 0.05% | 44 |
|
|
2022
Q4 | – | Sell |
-25,604
| Closed | -$708K | – | 59 |
|
|
2022
Q3 | $708K | Buy |
+25,604
| New | +$708K | 0.3% | 17 |
|
|
2021
Q3 | – | Sell |
-7,327
| Closed | -$321K | – | 47 |
|
|
2021
Q2 | $321K | Hold |
7,327
| – | – | 0.11% | 30 |
|
|
2021
Q1 | $322K | Hold |
7,327
| – | – | 0.11% | 30 |
|
|
2020
Q4 | $326K | Hold |
7,327
| – | – | 0.12% | 26 |
|
|
2020
Q3 | $270K | Sell |
7,327
-2,073
| -22% | -$76.4K | 0.11% | 26 |
|
|
2020
Q2 | $329K | Hold |
9,400
| – | – | 0.14% | 22 |
|
|
2020
Q1 | $254K | Buy |
+9,400
| New | +$254K | 0.14% | 27 |
|