Topel & Distasi Wealth Management’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 | $348K | Buy |
8,889
+180
| +2% | +$7.05K | 0.18% | 50 |
|
|
2025
Q1 | $304K | Buy |
8,709
+1,970
| +29% | +$68.9K | 0.14% | 66 |
|
|
2024
Q4 | $225K | Sell |
6,739
-42
| -0.6% | -$1.4K | 0.1% | 73 |
|
|
2024
Q3 | $247K | Buy |
6,781
+84
| +1% | +$3.06K | 0.1% | 72 |
|
|
2024
Q2 | $225K | Sell |
6,697
-24
| -0.4% | -$805 | 0.1% | 74 |
|
|
2024
Q1 | $217K | Buy |
+6,721
| New | +$217K | 0.1% | 73 |
|