OBWG
Onyx Bridge Wealth Group’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 | $421K | Buy |
10,745
+2,455
| +30% | +$96.2K | 0.06% | 189 |
|
|
2025
Q1 | $290K | Sell |
8,290
-3,969
| -32% | -$139K | 0.04% | 216 |
|
|
2024
Q4 | $409K | Buy |
+12,259
| New | +$409K | 0.06% | 177 |
|
|
2024
Q3 | – | Sell |
-10,364
| Closed | -$348K | – | 289 |
|
|
2024
Q2 | $348K | Buy |
+10,364
| New | +$348K | 0.06% | 190 |
|
|
2024
Q1 | – | Sell |
-18,938
| Closed | -$607K | – | 268 |
|
|
2023
Q4 | $607K | Buy |
+18,938
| New | +$607K | 0.12% | 115 |
|
|
2023
Q2 | – | Sell |
-8,788
| Closed | -$277K | – | 240 |
|
|
2023
Q1 | $277K | Buy |
+8,788
| New | +$277K | 0.11% | 134 |
|
|
2022
Q2 | – | Sell |
-9,831
| Closed | -$332K | – | 173 |
|
|
2022
Q1 | $332K | Sell |
9,831
-667
| -6% | -$22.5K | 0.13% | 94 |
|
|
2021
Q4 | $420K | Buy |
10,498
+4,699
| +81% | +$188K | 0.14% | 87 |
|
|
2021
Q3 | $248K | Buy |
+5,799
| New | +$248K | 0.09% | 121 |
|