Private Wealth Management 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 | $702K | Sell |
17,915
-272
| -1% | -$10.7K | 0.23% | 44 |
|
|
2025
Q1 | $636K | Sell |
18,187
-218
| -1% | -$7.62K | 0.23% | 43 |
|
|
2024
Q4 | $615K | Buy |
18,405
+481
| +3% | +$16.1K | 0.24% | 44 |
|
|
2024
Q3 | $653K | Buy |
17,924
+1,351
| +8% | +$49.2K | 0.26% | 42 |
|
|
2024
Q2 | $556K | Buy |
16,573
+655
| +4% | +$22K | 0.24% | 43 |
|
|
2024
Q1 | $513K | Buy |
15,918
+607
| +4% | +$19.6K | 0.23% | 39 |
|
|
2023
Q4 | $491K | Buy |
+15,311
| New | +$491K | 0.24% | 41 |
|