Tempus Wealth Planning’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 | $241K | Buy |
+6,162
| New | +$241K | 0.06% | 236 |
|
|
2025
Q1 | – | Sell |
-6,008
| Closed | -$201K | – | 258 |
|
|
2024
Q4 | $201K | Buy |
6,008
+25
| +0.4% | +$835 | 0.06% | 239 |
|
|
2024
Q3 | $218K | Sell |
5,983
-132
| -2% | -$4.81K | 0.08% | 207 |
|
|
2024
Q2 | $205K | Buy |
+6,115
| New | +$205K | 0.09% | 195 |
|
|
2023
Q1 | – | Sell |
-7,774
| Closed | -$234K | – | 184 |
|
|
2022
Q4 | $234K | Sell |
7,774
-850
| -10% | -$25.6K | 0.14% | 158 |
|
|
2022
Q3 | $239K | Buy |
+8,624
| New | +$239K | 0.16% | 151 |
|