Sax Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sax Wealth Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$469K	Buy
2025 Q2	$419K	Sell
2025 Q1	$392K	Sell
2024 Q4	$419K	Sell
2024 Q3	$670K	Sell
2024 Q2	$618K	Buy