Principal Financial Group’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 | $2.49M | Sell |
63,456
-13,323
| -17% | -$522K | ﹤0.01% | 1766 |
|
|
2025
Q1 | $2.68M | Sell |
76,779
-22,953
| -23% | -$802K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $3.33M | Buy |
99,732
+16,005
| +19% | +$534K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $3.05M | Hold |
83,727
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q2 | $2.81M | Sell |
83,727
-17,554
| -17% | -$589K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $3.26M | Hold |
101,281
| – | – | ﹤0.01% | 1700 |
|
|
2023
Q4 | $3.25M | Hold |
101,281
| – | – | ﹤0.01% | 1687 |
|
|
2023
Q3 | $3.07M | Buy |
101,281
+29,749
| +42% | +$901K | ﹤0.01% | 1678 |
|
|
2023
Q2 | $2.26M | Hold |
71,532
| – | – | ﹤0.01% | 1745 |
|
|
2023
Q1 | $2.25M | Buy |
+71,532
| New | +$2.25M | ﹤0.01% | 1741 |
|
|
2021
Q4 | – | Sell |
-9,925
| Closed | -$411K | – | 2561 |
|
|
2021
Q3 | $411K | Sell |
9,925
-6,688
| -40% | -$277K | ﹤0.01% | 2226 |
|
|
2021
Q2 | $750K | Buy |
16,613
+1,117
| +7% | +$50.4K | ﹤0.01% | 2114 |
|
|
2021
Q1 | $671K | Sell |
15,496
-2,169
| -12% | -$93.9K | ﹤0.01% | 2080 |
|
|
2020
Q4 | $742K | Buy |
17,665
+7,254
| +70% | +$305K | ﹤0.01% | 2013 |
|
|
2020
Q3 | $371K | Sell |
10,411
-62
| -0.6% | -$2.21K | ﹤0.01% | 2078 |
|
|
2020
Q2 | $336K | Buy |
+10,473
| New | +$336K | ﹤0.01% | 2064 |
|