Schneider Downs Wealth Management Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $619K | Hold |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $928K | Buy |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $806K | Buy |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $802K | Buy |
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|
2021
Q2 | $847K | Hold |
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|
2021
Q1 | $813K | Hold |
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|
2020
Q4 | $788K | Buy |
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|
2020
Q3 | $660K | Hold |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $507K | Buy |
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