TriaGen Wealth Management’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 | $512K | Buy |
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|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $525K | Sell |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.37M | Buy |
|