Rise Advisors’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 |
-111
| Closed | -$3.71K | – | 1520 |
|
|
2024
Q4 | $3.71K | Buy |
111
+2
| +2% | +$67 | ﹤0.01% | 1060 |
|
|
2024
Q3 | $3.98K | Hold |
109
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q2 | $3.67K | Hold |
109
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q1 | $3.5K | Hold |
109
| – | – | ﹤0.01% | 1108 |
|
|
2023
Q4 | $3.48K | Buy |
109
+3
| +3% | +$96 | ﹤0.01% | 418 |
|
|
2023
Q3 | $3.22K | Hold |
106
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $3.37K | Hold |
106
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $3.33K | Hold |
106
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $3.18K | Buy |
106
+2
| +2% | +$60 | ﹤0.01% | 501 |
|
|
2022
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $3K | Buy |
104
+1
| +1% | +$29 | ﹤0.01% | 501 |
|
|
2022
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $4.09K | Buy |
+103
| New | +$4.09K | ﹤0.01% | 432 |
|