Plancorp LLC’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 | $618K | Sell |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $613K | Buy |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $280K | Buy |
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