SWA
Sax Wealth Advisors’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 | $419K | Sell |
10,704
-525
| -5% | -$20.6K | 0.03% | 281 |
|
|
2025
Q1 | $392K | Sell |
11,229
-1,318
| -11% | -$46.1K | 0.03% | 249 |
|
|
2024
Q4 | $419K | Sell |
12,547
-5,863
| -32% | -$196K | 0.03% | 213 |
|
|
2024
Q3 | $670K | Sell |
18,410
-8
| -0% | -$291 | 0.06% | 130 |
|
|
2024
Q2 | $618K | Buy |
+18,418
| New | +$618K | 0.06% | 125 |
|