Spire Wealth Management’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 | $37.9K | Buy |
968
+883
| +1,039% | +$34.6K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $2.97K | Hold |
85
| – | – | ﹤0.01% | 2189 |
|
|
2024
Q4 | $2.84K | Sell |
85
-561
| -87% | -$18.7K | ﹤0.01% | 2177 |
|
|
2024
Q3 | $23.5K | Sell |
646
-783
| -55% | -$28.5K | ﹤0.01% | 1391 |
|
|
2024
Q2 | $47.9K | Sell |
1,429
-2,381
| -62% | -$79.8K | ﹤0.01% | 1137 |
|
|
2024
Q1 | $123K | Sell |
3,810
-246
| -6% | -$7.93K | ﹤0.01% | 925 |
|
|
2023
Q4 | $124K | Sell |
4,056
-1,286
| -24% | -$39.4K | ﹤0.01% | 937 |
|
|
2023
Q3 | $162K | Sell |
5,342
-503
| -9% | -$15.2K | 0.01% | 775 |
|
|
2023
Q2 | $185K | Buy |
5,845
+587
| +11% | +$18.6K | 0.01% | 748 |
|
|
2023
Q1 | $166K | Buy |
5,258
+2,228
| +74% | +$70.1K | 0.01% | 792 |
|
|
2022
Q4 | $91K | Sell |
3,030
-4,376
| -59% | -$131K | 0.01% | 780 |
|
|
2022
Q3 | $205K | Sell |
7,406
-11,466
| -61% | -$317K | 0.01% | 525 |
|
|
2022
Q2 | $610K | Sell |
18,872
-15,354
| -45% | -$496K | 0.03% | 425 |
|
|
2022
Q1 | $1.26M | Sell |
34,226
-8,553
| -20% | -$314K | 0.03% | 343 |
|
|
2021
Q4 | $1.7M | Sell |
42,779
-9,912
| -19% | -$394K | 0.04% | 339 |
|
|
2021
Q3 | $2.15M | Sell |
52,691
-2,189
| -4% | -$89.4K | 0.06% | 269 |
|
|
2021
Q2 | $2.46M | Buy |
54,880
+3,903
| +8% | +$175K | 0.07% | 257 |
|
|
2021
Q1 | $2.21M | Buy |
+50,977
| New | +$2.21M | 0.06% | 259 |
|