Omega Financial Group’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 | $1.69M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $721K | Buy |
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