Raymond James Trust’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
Q3
$753K Buy
2024
Q2
$620K Hold
2024
Q1
$596K Sell
2023
Q4
$758K Buy
2023
Q3
$551K Sell
2023
Q2
$581K Hold
2023
Q1
$578K Buy
2022
Q4
$535K Sell
2022
Q3
$524K Sell
2022
Q2
$622K Sell
2022
Q1
$909K Buy
2021
Q4
$887K Sell
2021
Q3
$958K Buy
2021
Q2
$889K Sell
2021
Q1
$868K Buy
2020
Q4
$797K Buy
2020
Q3
$644K Sell
2020
Q2
$655K Buy
2020
Q1
$533K Buy