Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $764K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $894K | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.32M | Sell |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.61M | Buy |
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