Stratos Wealth Partners’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 | $275K | Buy |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $669K | Sell |
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|
2023
Q1 | $697K | Sell |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $715K | Sell |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $377K | Buy |
|