SRB
Shotwell Rutter Baer’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 | $495K | Buy |
12,502
+127
| +1% | +$5.03K | 0.34% | 27 |
|
|
2025
Q1 | $402K | Buy |
12,375
+588
| +5% | +$19.1K | 0.36% | 29 |
|
|
2024
Q4 | $388K | Buy |
11,787
+347
| +3% | +$11.4K | 0.33% | 29 |
|
|
2024
Q3 | $427K | Buy |
11,440
+765
| +7% | +$28.6K | 0.35% | 29 |
|
|
2024
Q2 | $369K | Sell |
10,675
-570
| -5% | -$19.7K | 0.33% | 29 |
|
|
2024
Q1 | $370K | Buy |
11,245
+106
| +1% | +$3.49K | 0.75% | 15 |
|
|
2023
Q4 | $348K | Buy |
+11,139
| New | +$348K | 0.33% | 30 |
|