Perigon 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 | $2M | Buy |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $873K | Buy |
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|
2023
Q4 | $789K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $941K | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $321K | Buy |
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