Peak Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+5,697
| New | +$223K | 0.06% | 88 |
|
|
2024
Q4 | – | Sell |
-6,224
| Closed | -$227K | – | 100 |
|
|
2024
Q3 | $227K | Sell |
6,224
-300
| -5% | -$10.9K | 0.07% | 92 |
|
|
2024
Q2 | $219K | Hold |
6,524
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $210K | Buy |
6,524
+204
| +3% | +$6.58K | 0.07% | 94 |
|
|
2023
Q4 | $203K | Buy |
+6,320
| New | +$203K | 0.07% | 85 |
|