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Oregon Pacific Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Oregon Pacific Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
6,561
-21
-0.3% -$823 0.24% 106
2025
Q1 		$230K Sell
6,582
-205
-3% -$7.17K 0.23% 114
2024
Q4 		$227K Buy
+6,787
New +$227K 0.22% 109