Trek Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Buy
2022
Q4
Sell
2022
Q3
$728K Buy
2022
Q2
$831K Sell
2022
Q1
$2.09M Buy
2021
Q4
$2.14M Sell
2021
Q3
$2.65M Sell
2021
Q2
$3.55M Buy
2021
Q1
$3.06M Sell
2020
Q4
$3.65M Buy
2020
Q3
$2.32M Buy
2020
Q2
$2.05M Buy
2020
Q1
$1.42M Buy