Sage Advisory Services’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
Q2 | $489K | Sell |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Buy |
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