Rothschild & Co Wealth Management (UK)’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
Q3 | – | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $400K | Hold |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $150K | Buy |
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