RTD Financial 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
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $521K | Buy |
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