Signature Estate & Investment Advisors’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 | $363K | Sell |
9,276
-682
| -7% | -$26.7K | 0.01% | 415 |
|
|
2025
Q1 | $348K | Buy |
9,958
+177
| +2% | +$6.19K | 0.01% | 410 |
|
|
2024
Q4 | $327K | Buy |
9,781
+16
| +0.2% | +$534 | 0.01% | 404 |
|
|
2024
Q3 | $356K | Sell |
9,765
-2,024
| -17% | -$73.7K | 0.01% | 379 |
|
|
2024
Q2 | $395K | Buy |
11,789
+4,980
| +73% | +$167K | 0.01% | 335 |
|
|
2024
Q1 | $219K | Buy |
+6,809
| New | +$219K | 0.01% | 165 |
|
|
2022
Q2 | – | Sell |
-5,828
| Closed | -$214K | – | 175 |
|
|
2022
Q1 | $214K | Buy |
5,828
+342
| +6% | +$12.6K | 0.01% | 156 |
|
|
2021
Q4 | $218K | Buy |
5,486
+445
| +9% | +$17.7K | 0.01% | 157 |
|
|
2021
Q3 | $209K | Buy |
+5,041
| New | +$209K | 0.01% | 157 |
|