Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $512K | Sell |
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|
2021
Q2 | $629K | Sell |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $68K | Buy |
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|
2019
Q2 | $4K | Buy |
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