Oregon Pacific Wealth Management’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
$285K Hold
2025
Q2
$257K Sell
2025
Q1
$230K Sell
2024
Q4
$227K Buy