Rice Partnership’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
Q1 | – | Sell |
-1,367
| Closed | -$45.6K | – | 160 |
|
|
2024
Q4 | $45.6K | Sell |
1,367
-81
| -6% | -$2.71K | 0.01% | 131 |
|
|
2024
Q3 | $52.7K | Sell |
1,448
-4
| -0.3% | -$146 | 0.01% | 131 |
|
|
2024
Q2 | $48.7K | Hold |
1,452
| – | – | 0.01% | 122 |
|
|
2024
Q1 | $46.8K | Buy |
1,452
+83
| +6% | +$2.68K | 0.01% | 113 |
|
|
2023
Q4 | $43.9K | Buy |
1,369
+15
| +1% | +$481 | 0.01% | 109 |
|
|
2023
Q3 | $41K | Buy |
+1,354
| New | +$41K | 0.01% | 112 |
|