OLIO Financial Planning’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 | $842K | Sell |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $670K | Buy |
|
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $394K | Hold |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $293K | Buy |
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