SAG
SageView Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
24,214
-1,549
| -6% | -$61.8K | 0.04% | 251 |
|
|
2025
Q1 | $900K | Sell |
25,763
-16,605
| -39% | -$580K | 0.04% | 245 |
|
|
2024
Q4 | $1.41M | Buy |
42,368
+423
| +1% | +$14.1K | 0.06% | 176 |
|
|
2024
Q3 | $1.53M | Sell |
41,945
-2,680
| -6% | -$97.6K | 0.08% | 142 |
|
|
2024
Q2 | $1.5M | Buy |
44,625
+39,830
| +831% | +$1.34M | 0.07% | 166 |
|
|
2024
Q1 | $214K | Sell |
4,795
-49,573
| -91% | -$2.21M | 0.01% | 500 |
|
|
2023
Q4 | $1.67M | Buy |
54,368
+6,955
| +15% | +$213K | 0.07% | 174 |
|
|
2023
Q3 | $1.44M | Sell |
47,413
-363
| -0.8% | -$11K | 0.08% | 157 |
|
|
2023
Q2 | $1.51M | Sell |
47,776
-2,151
| -4% | -$68K | 0.08% | 155 |
|
|
2023
Q1 | $1.57M | Sell |
49,927
-1,691
| -3% | -$53.2K | 0.1% | 135 |
|
|
2022
Q4 | $1.55M | Buy |
+51,618
| New | +$1.55M | 0.13% | 115 |
|