Topel & Distasi Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Topel & Distasi Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$387K	Buy
2025 Q2	$348K	Buy
2025 Q1	$304K	Buy
2024 Q4	$225K	Sell
2024 Q3	$247K	Buy
2024 Q2	$225K	Sell
2024 Q1	$217K	Buy