TFO
Tarbox Family Office’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
7,399
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $259K | Sell |
7,399
-588
| -7% | -$20.6K | 0.04% | 102 |
|
|
2024
Q4 | $267K | Buy |
7,987
+61
| +0.8% | +$2.04K | 0.04% | 100 |
|
|
2024
Q3 | $289K | Hold |
7,926
| – | – | 0.05% | 93 |
|
|
2024
Q2 | $266K | Buy |
7,926
+1,138
| +17% | +$38.2K | 0.05% | 94 |
|
|
2024
Q1 | $219K | Hold |
6,788
| – | – | 0.04% | 98 |
|
|
2023
Q4 | $218K | Sell |
6,788
-164
| -2% | -$5.26K | 0.04% | 94 |
|
|
2023
Q3 | $211K | Sell |
6,952
-6,504
| -48% | -$197K | 0.04% | 97 |
|
|
2023
Q2 | $426K | Buy |
13,456
+355
| +3% | +$11.2K | 0.08% | 70 |
|
|
2023
Q1 | $412K | Buy |
13,101
+984
| +8% | +$31K | 0.08% | 64 |
|
|
2022
Q4 | $364K | Buy |
12,117
+2,229
| +23% | +$67K | 0.08% | 70 |
|
|
2022
Q3 | $319K | Sell |
9,888
-180
| -2% | -$5.81K | 0.08% | 71 |
|
|
2022
Q2 | $325K | Buy |
10,068
+180
| +2% | +$5.81K | 0.07% | 83 |
|
|
2022
Q1 | $363K | Sell |
9,888
-270
| -3% | -$9.91K | 0.07% | 70 |
|
|
2021
Q4 | $404K | Hold |
10,158
| – | – | 0.07% | 91 |
|
|
2021
Q3 | $421K | Buy |
10,158
+1,249
| +14% | +$51.8K | 0.08% | 89 |
|
|
2021
Q2 | $402K | Hold |
8,909
| – | – | 0.07% | 95 |
|
|
2021
Q1 | $386K | Buy |
8,909
+2,171
| +32% | +$94.1K | 0.08% | 91 |
|
|
2020
Q4 | $283K | Hold |
6,738
| – | – | 0.06% | 102 |
|
|
2020
Q3 | $240K | Hold |
6,738
| – | – | 0.06% | 104 |
|
|
2020
Q2 | $216K | Buy |
6,738
+230
| +4% | +$7.37K | 0.06% | 106 |
|
|
2020
Q1 | $178K | Buy |
6,508
+5,785
| +800% | +$158K | 0.06% | 109 |
|
|
2019
Q4 | $26K | Hold |
723
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $24K | Hold |
723
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $25K | Hold |
723
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $25K | Hold |
723
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $22K | Buy |
+723
| New | +$22K | 0.01% | 208 |
|