Summit Wealth Group’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 | $656K | Sell |
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|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $26K | Buy |
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $715K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $65K | Buy |
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