Presilium Private Wealth’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
$448K Sell
11,432
-144
-1% -$5.64K 0.09% 52
2025
Q1
$405K Buy
11,576
+169
+1% +$5.91K 0.09% 57
2024
Q4
$381K Buy
11,407
+972
+9% +$32.5K 0.09% 61
2024
Q3
$380K Buy
10,435
+282
+3% +$10.3K 0.09% 61
2024
Q2
$340K Sell
10,153
-69
-0.7% -$2.31K 0.09% 62
2024
Q1
$329K Buy
10,222
+167
+2% +$5.38K 0.09% 60
2023
Q4
$322K Buy
10,055
+236
+2% +$7.57K 0.09% 62
2023
Q3
$297K Buy
+9,819
New +$297K 0.09% 51