PDS Planning’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 | $659K | Sell |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $218K | Buy |
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