SHJ
Sharkey, Howes & Javer’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 | $1.23M | Buy |
31,415
+2,689
| +9% | +$105K | 0.17% | 85 |
|
|
2025
Q1 | $1M | Sell |
28,726
-2,060
| -7% | -$72K | 0.14% | 87 |
|
|
2024
Q4 | $1.03M | Buy |
30,786
+709
| +2% | +$23.7K | 0.14% | 84 |
|
|
2024
Q3 | $1.1M | Sell |
30,077
-505
| -2% | -$18.4K | 0.16% | 80 |
|
|
2024
Q2 | $1.03M | Buy |
30,582
+9,469
| +45% | +$317K | 0.17% | 68 |
|
|
2024
Q1 | $680K | Buy |
21,113
+783
| +4% | +$25.2K | 0.11% | 80 |
|
|
2023
Q4 | $652K | Sell |
20,330
-3,343
| -14% | -$107K | 0.12% | 75 |
|
|
2023
Q3 | $717K | Sell |
23,673
-7,107
| -23% | -$215K | 0.14% | 68 |
|
|
2023
Q2 | $974K | Buy |
30,780
+298
| +1% | +$9.43K | 0.18% | 62 |
|
|
2023
Q1 | $960K | Sell |
30,482
-3,176
| -9% | -$100K | 0.21% | 58 |
|
|
2022
Q4 | $1.01M | Buy |
33,658
+1,678
| +5% | +$50.5K | 0.23% | 56 |
|
|
2022
Q3 | $885K | Buy |
31,980
+1,007
| +3% | +$27.9K | 0.19% | 59 |
|
|
2022
Q2 | $1M | Sell |
30,973
-250,134
| -89% | -$8.08M | 0.24% | 48 |
|
|
2022
Q1 | $10.3M | Buy |
281,107
+62,576
| +29% | +$2.3M | 2.36% | 10 |
|
|
2021
Q4 | $8.69M | Sell |
218,531
-20,763
| -9% | -$825K | 1.96% | 15 |
|
|
2021
Q3 | $9.92M | Sell |
239,294
-94,450
| -28% | -$3.91M | 2.56% | 12 |
|
|
2021
Q2 | $15.1M | Buy |
333,744
+66,661
| +25% | +$3.01M | 4% | 7 |
|
|
2021
Q1 | $11.6M | Buy |
267,083
+2,339
| +0.9% | +$101K | 3.62% | 9 |
|
|
2020
Q4 | $11.1M | Buy |
264,744
+66,445
| +34% | +$2.79M | 3.71% | 7 |
|
|
2020
Q3 | $7.06M | Buy |
198,299
+23,464
| +13% | +$836K | 2.68% | 13 |
|
|
2020
Q2 | $5.61M | Buy |
174,835
+56,385
| +48% | +$1.81M | 2.48% | 13 |
|
|
2020
Q1 | $3.24M | Buy |
+118,450
| New | +$3.24M | 1.69% | 17 |
|