Union Savings Bank’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 | $138K | Sell |
3,493
-90
| -3% | -$3.55K | 0.06% | 149 |
|
|
2025
Q1 | $125K | Sell |
3,583
-649
| -15% | -$22.7K | 0.06% | 154 |
|
|
2024
Q4 | $141K | Hold |
4,232
| – | – | 0.07% | 141 |
|
|
2024
Q3 | $154K | Sell |
4,232
-135
| -3% | -$4.91K | 0.08% | 146 |
|
|
2024
Q2 | $146K | Buy |
4,367
+213
| +5% | +$7.14K | 0.08% | 144 |
|
|
2024
Q1 | $134K | Buy |
4,154
+254
| +7% | +$8.18K | 0.07% | 154 |
|
|
2023
Q4 | $125K | Buy |
3,900
+125
| +3% | +$4.01K | 0.07% | 154 |
|
|
2023
Q3 | $114K | Buy |
3,775
+17
| +0.5% | +$515 | 0.07% | 157 |
|
|
2023
Q2 | $126K | Buy |
+3,758
| New | +$126K | 0.08% | 151 |
|