Oliver Lagore Vanvalin Investment Group’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 | $27.1K | Buy |
+775
| New | +$27.1K | 0.01% | 311 |
|
2024
Q4 | $26.5K | Sell |
793
-109
| -12% | -$3.64K | 0.01% | 324 |
|
2024
Q3 | $32.8K | Sell |
902
-27
| -3% | -$983 | 0.01% | 288 |
|
2024
Q2 | $31.1K | Buy |
929
+254
| +38% | +$8.51K | 0.01% | 289 |
|
2024
Q1 | $21.7K | Sell |
675
-29
| -4% | -$934 | 0.01% | 327 |
|
2023
Q4 | $22.6K | Sell |
704
-9
| -1% | -$289 | 0.01% | 300 |
|
2023
Q3 | $21.6K | Sell |
713
-306
| -30% | -$9.27K | 0.01% | 337 |
|
2023
Q2 | $32.2K | Sell |
1,019
-98
| -9% | -$3.1K | 0.01% | 303 |
|
2023
Q1 | $35.2K | Sell |
1,117
-540
| -33% | -$17K | 0.02% | 221 |
|
2022
Q4 | $49.8K | Sell |
1,657
-1,204
| -42% | -$36.2K | 0.03% | 179 |
|
2022
Q3 | $79K | Sell |
2,861
-152
| -5% | -$4.2K | 0.05% | 135 |
|
2022
Q2 | $97K | Sell |
3,013
-9,229
| -75% | -$297K | 0.06% | 132 |
|
2022
Q1 | $464K | Buy |
+12,242
| New | +$464K | 0.31% | 60 |
|