Plum Street Advisors’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 | $545K | Buy |
13,904
+29
| +0.2% | +$1.14K | 0.24% | 59 |
|
|
2025
Q1 | $485K | Sell |
13,875
-16,838
| -55% | -$588K | 0.23% | 60 |
|
|
2024
Q4 | $1.03M | Buy |
30,713
+2,134
| +7% | +$71.3K | 0.51% | 43 |
|
|
2024
Q3 | $1.04M | Buy |
28,579
+60
| +0.2% | +$2.19K | 0.53% | 41 |
|
|
2024
Q2 | $956K | Sell |
28,519
-60
| -0.2% | -$2.01K | 0.56% | 40 |
|
|
2024
Q1 | $1.04M | Buy |
28,579
+2,628
| +10% | +$95.7K | 0.53% | 41 |
|
|
2023
Q4 | $832K | Buy |
+25,951
| New | +$832K | 0.55% | 38 |
|