Sigma Investment Counselors’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
Q3 | $329K | Hold |
|
|||||
|
2025
Q2 | $297K | Hold |
|
|||||
|
2025
Q1 | $265K | Buy |
|
|||||
|
2024
Q4 | $245K | Hold |
|
|||||
|
2024
Q3 | $267K | Hold |
|
|||||
|
2024
Q2 | $246K | Hold |
|
|||||
|
2024
Q1 | $236K | Hold |
|
|||||
|
2023
Q4 | $235K | Hold |
|
|||||
|
2023
Q3 | $222K | Hold |
|
|||||
|
2023
Q2 | $232K | Hold |
|
|||||
|
2023
Q1 | $231K | Hold |
|
|||||
|
2022
Q4 | $221K | Hold |
|
|||||
|
2022
Q3 | $203K | Hold |
|
|||||
|
2022
Q2 | $237K | Hold |
|
|||||
|
2022
Q1 | $269K | Hold |
|
|||||
|
2021
Q4 | $292K | Hold |
|
|||||
|
2021
Q3 | $304K | Hold |
|
|||||
|
2021
Q2 | $331K | Hold |
|
|||||
|
2021
Q1 | $318K | Hold |
|
|||||
|
2020
Q4 | $308K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $209K | Buy |
|