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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$205K Sell
2023
Q3
$237K Sell
2023
Q2
$256K Sell
2023
Q1
$281K Sell
2022
Q4
$325K Buy
2022
Q2
$367K Sell
2022
Q1
$541K Buy
2021
Q4
$428K Buy
2021
Q3
$388K Sell
2021
Q2
$512K Buy
2021
Q1
$474K Sell
2020
Q4
$464K Buy