Sage Financial Group’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
Q2 | $614K | Sell |
15,681
-83
| -0.5% | -$3.25K | 0.05% | 60 |
|
|
2025
Q1 | $551K | Buy |
15,764
+414
| +3% | +$14.5K | 0.04% | 63 |
|
|
2024
Q4 | $513K | Buy |
15,350
+2,532
| +20% | +$84.5K | 0.04% | 68 |
|
|
2024
Q3 | $467K | Buy |
12,818
+220
| +2% | +$8.01K | 0.04% | 74 |
|
|
2024
Q2 | $422K | Buy |
12,598
+18
| +0.1% | +$604 | 0.04% | 75 |
|
|
2024
Q1 | $405K | Sell |
12,580
-1,919
| -13% | -$61.8K | 0.04% | 77 |
|
|
2023
Q4 | $465K | Buy |
14,499
+534
| +4% | +$17.1K | 0.05% | 67 |
|
|
2023
Q3 | $423K | Buy |
13,965
+245
| +2% | +$7.42K | 0.05% | 65 |
|
|
2023
Q2 | $434K | Buy |
13,720
+42
| +0.3% | +$1.33K | 0.05% | 67 |
|
|
2023
Q1 | $431K | Buy |
13,678
+439
| +3% | +$13.8K | 0.05% | 69 |
|
|
2022
Q4 | $398K | Buy |
+13,239
| New | +$398K | 0.05% | 72 |
|