TD Private Client Wealth’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 | $315K | Sell |
8,043
-2,237
| -22% | -$87.6K | 0.01% | 550 |
|
|
2025
Q1 | $359K | Sell |
10,280
-25
| -0.2% | -$874 | 0.01% | 498 |
|
|
2024
Q4 | $344K | Buy |
10,305
+231
| +2% | +$7.71K | 0.01% | 509 |
|
|
2024
Q3 | $367K | Buy |
10,074
+36
| +0.4% | +$1.31K | 0.01% | 494 |
|
|
2024
Q2 | $337K | Sell |
10,038
-115
| -1% | -$3.86K | 0.01% | 492 |
|
|
2024
Q1 | $327K | Buy |
10,153
+678
| +7% | +$21.9K | 0.01% | 509 |
|
|
2023
Q4 | $304K | Sell |
9,475
-28
| -0.3% | -$898 | 0.01% | 494 |
|
|
2023
Q3 | $288K | Buy |
9,503
+273
| +3% | +$8.27K | 0.01% | 486 |
|
|
2023
Q2 | $292K | Buy |
9,230
+270
| +3% | +$8.54K | 0.01% | 502 |
|
|
2023
Q1 | $282K | Buy |
8,960
+531
| +6% | +$16.7K | 0.01% | 501 |
|
|
2022
Q4 | $253K | Buy |
8,429
+574
| +7% | +$17.3K | 0.01% | 516 |
|
|
2022
Q3 | $217K | Buy |
7,855
+380
| +5% | +$10.5K | 0.01% | 521 |
|
|
2022
Q2 | $242K | Sell |
7,475
-38
| -0.5% | -$1.23K | 0.01% | 507 |
|
|
2022
Q1 | $276K | Sell |
7,513
-348
| -4% | -$12.8K | 0.01% | 506 |
|
|
2021
Q4 | $312K | Sell |
7,861
-2,237
| -22% | -$88.9K | 0.01% | 484 |
|
|
2021
Q3 | $418K | Buy |
10,098
+1,114
| +12% | +$46.2K | 0.02% | 426 |
|
|
2021
Q2 | $406K | Buy |
8,984
+1,746
| +24% | +$78.8K | 0.02% | 432 |
|
|
2021
Q1 | $313K | Buy |
+7,238
| New | +$313K | 0.01% | 448 |
|