Sound Income Strategies’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 | $74.3K | Buy |
1,896
+78
| +4% | +$3.06K | ﹤0.01% | 443 |
|
|
2025
Q1 | $63.5K | Hold |
1,818
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $60.7K | Hold |
1,818
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $66.2K | Hold |
1,818
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $61K | Hold |
1,818
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $58.6K | Hold |
1,818
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $58.3K | Buy |
+1,818
| New | +$58.3K | ﹤0.01% | 372 |
|
|
2022
Q4 | – | Sell |
-27
| Closed | -$1K | – | 994 |
|
|
2022
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 779 |
|
|
2019
Q2 | – | Sell |
-540
| Closed | -$18K | – | 687 |
|
|
2019
Q1 | $18K | Hold |
540
| – | – | 0.01% | 241 |
|
|
2018
Q4 | $17K | Hold |
540
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $18K | Hold |
540
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $18K | Hold |
540
| – | – | 0.01% | 226 |
|
|
2018
Q1 | $20K | Buy |
+540
| New | +$20K | 0.01% | 195 |
|