Sand Hill Global Advisors’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 | $4.32M | Sell |
110,379
-2,376
| -2% | -$93.1K | 0.16% | 83 |
|
|
2025
Q1 | $3.94M | Buy |
112,755
+556
| +0.5% | +$19.4K | 0.16% | 77 |
|
|
2024
Q4 | $3.75M | Sell |
112,199
-40,926
| -27% | -$1.37M | 0.16% | 75 |
|
|
2024
Q3 | $5.58M | Buy |
153,125
+3,349
| +2% | +$122K | 0.24% | 67 |
|
|
2024
Q2 | $5.02M | Buy |
149,776
+489
| +0.3% | +$16.4K | 0.23% | 65 |
|
|
2024
Q1 | $4.81M | Buy |
149,287
+3,299
| +2% | +$106K | 0.23% | 64 |
|
|
2023
Q4 | $4.68M | Buy |
145,988
+2,067
| +1% | +$66.3K | 0.23% | 66 |
|
|
2023
Q3 | $4.36M | Sell |
143,921
-4,723
| -3% | -$143K | 0.24% | 61 |
|
|
2023
Q2 | $4.7M | Buy |
148,644
+12,575
| +9% | +$398K | 0.23% | 62 |
|
|
2023
Q1 | $4.28M | Buy |
136,069
+1,979
| +1% | +$62.3K | 0.23% | 62 |
|
|
2022
Q4 | $4.03M | Buy |
134,090
+42,107
| +46% | +$1.27M | 0.23% | 65 |
|
|
2022
Q3 | $2.55M | Sell |
91,983
-9,141
| -9% | -$253K | 0.16% | 73 |
|
|
2022
Q2 | $3.27M | Buy |
101,124
+4,493
| +5% | +$145K | 0.19% | 72 |
|
|
2022
Q1 | $3.55M | Buy |
96,631
+18,061
| +23% | +$663K | 0.2% | 64 |
|
|
2021
Q4 | $3.12M | Buy |
78,570
+13,134
| +20% | +$522K | 0.18% | 68 |
|
|
2021
Q3 | $2.71M | Sell |
65,436
-845
| -1% | -$35K | 0.16% | 68 |
|
|
2021
Q2 | $2.99M | Buy |
66,281
+2,645
| +4% | +$119K | 0.18% | 66 |
|
|
2021
Q1 | $2.76M | Buy |
63,636
+3,927
| +7% | +$170K | 0.18% | 66 |
|
|
2020
Q4 | $2.51M | Buy |
59,709
+7,556
| +14% | +$317K | 0.17% | 66 |
|
|
2020
Q3 | $1.86M | Buy |
52,153
+479
| +0.9% | +$17.1K | 0.14% | 67 |
|
|
2020
Q2 | $1.66M | Buy |
+51,674
| New | +$1.66M | 0.13% | 68 |
|