US Financial Advisors’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
Q1 | $680K | Buy |
19,452
+1,250
| +7% | +$43.7K | 0.2% | 49 |
|
|
2024
Q4 | $608K | Buy |
18,202
+268
| +1% | +$8.95K | 0.19% | 48 |
|
|
2024
Q3 | $653K | Sell |
17,934
-1,689
| -9% | -$61.5K | 0.2% | 48 |
|
|
2024
Q2 | $658K | Sell |
19,623
-178
| -0.9% | -$5.97K | 0.22% | 48 |
|
|
2024
Q1 | $638K | Buy |
19,801
+1,115
| +6% | +$35.9K | 0.22% | 45 |
|
|
2023
Q4 | $599K | Buy |
18,686
+1,476
| +9% | +$47.3K | 0.22% | 46 |
|
|
2023
Q3 | $521K | Buy |
17,210
+1,463
| +9% | +$44.3K | 0.22% | 48 |
|
|
2023
Q2 | $498K | Sell |
15,747
-30
| -0.2% | -$949 | 0.21% | 46 |
|
|
2023
Q1 | $497K | Buy |
15,777
+717
| +5% | +$22.6K | 0.22% | 48 |
|
|
2022
Q4 | $453K | Buy |
+15,060
| New | +$453K | 0.23% | 47 |
|