Shepherd Financial Partners’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 | $626K | Sell |
15,971
-217
| -1% | -$8.5K | 0.07% | 135 |
|
|
2025
Q1 | $566K | Sell |
16,188
-1,679
| -9% | -$58.7K | 0.07% | 143 |
|
|
2024
Q4 | $597K | Buy |
17,867
+161
| +0.9% | +$5.38K | 0.07% | 131 |
|
|
2024
Q3 | $645K | Sell |
17,706
-1,317
| -7% | -$48K | 0.08% | 127 |
|
|
2024
Q2 | $638K | Sell |
19,023
-190
| -1% | -$6.37K | 0.08% | 130 |
|
|
2024
Q1 | $619K | Buy |
19,213
+4,391
| +30% | +$142K | 0.08% | 134 |
|
|
2023
Q4 | $475K | Buy |
14,822
+144
| +1% | +$4.62K | 0.07% | 143 |
|
|
2023
Q3 | $444K | Sell |
14,678
-100
| -0.7% | -$3.03K | 0.07% | 139 |
|
|
2023
Q2 | $467K | Sell |
14,778
-385
| -3% | -$12.2K | 0.07% | 132 |
|
|
2023
Q1 | $477K | Sell |
15,163
-376
| -2% | -$11.8K | 0.08% | 130 |
|
|
2022
Q4 | $467K | Buy |
+15,539
| New | +$467K | 0.08% | 125 |
|