Tarbox Family Office’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 | $321K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $178K | Buy |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $22K | Buy |
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