Sunbelt Securities’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 | $17.5K | Buy |
+525
| New | +$17.5K | ﹤0.01% | 1196 |
|
|
2025
Q1 | – | Sell |
-525
| Closed | -$17.6K | – | 1828 |
|
|
2024
Q4 | $17.6K | Sell |
525
-40
| -7% | -$1.34K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $20.6K | Sell |
565
-934
| -62% | -$34K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $50.3K | Sell |
1,499
-360
| -19% | -$12.1K | 0.01% | 900 |
|
|
2024
Q1 | $59.9K | Hold |
1,859
| – | – | 0.01% | 835 |
|
|
2023
Q4 | $59.6K | Buy |
1,859
+2
| +0.1% | +$64 | 0.01% | 773 |
|
|
2023
Q3 | $56.2K | Sell |
1,857
-53
| -3% | -$1.61K | 0.01% | 776 |
|
|
2023
Q2 | $60.4K | Hold |
1,910
| – | – | 0.01% | 747 |
|
|
2023
Q1 | $60.2K | Buy |
+1,910
| New | +$60.2K | 0.01% | 703 |
|
|
2021
Q4 | – | Sell |
-10,015
| Closed | -$440K | – | 475 |
|
|
2021
Q3 | $440K | Hold |
10,015
| – | – | 0.08% | 278 |
|
|
2021
Q2 | $440K | Buy |
10,015
+2,262
| +29% | +$99.4K | 0.08% | 278 |
|
|
2021
Q1 | $336K | Buy |
+7,753
| New | +$336K | 0.07% | 313 |
|