Private Wealth Management Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Private Wealth Management Group’s Portfolio ESGE Stock Details ESGE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$758K	Sell
2025 Q2	$702K	Sell
2025 Q1	$636K	Sell
2024 Q4	$615K	Buy
2024 Q3	$653K	Buy
2024 Q2	$556K	Buy
2024 Q1	$513K	Buy
2023 Q4	$491K	Buy