RIS
Retirement Income Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
6,948
+14
| +0.2% | +$548 | 0.05% | 127 |
|
|
2025
Q1 | $242K | Buy |
6,934
+444
| +7% | +$15.5K | 0.05% | 125 |
|
|
2024
Q4 | $217K | Buy |
6,490
+21
| +0.3% | +$701 | 0.04% | 135 |
|
|
2024
Q3 | $236K | Buy |
6,469
+270
| +4% | +$9.83K | 0.05% | 128 |
|
|
2024
Q2 | $208K | Sell |
6,199
-215
| -3% | -$7.21K | 0.05% | 137 |
|
|
2024
Q1 | $207K | Hold |
6,414
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $206K | Buy |
+6,414
| New | +$206K | 0.05% | 134 |
|
|
2023
Q3 | – | Sell |
-6,414
| Closed | -$203K | – | 134 |
|
|
2023
Q2 | $203K | Buy |
+6,414
| New | +$203K | 0.05% | 136 |
|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$275K | – | 118 |
|
|
2022
Q1 | $275K | Buy |
+7,500
| New | +$275K | 0.08% | 95 |
|