Vermillion & White Wealth Management Group’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 | $41.5K | Hold |
1,059
| – | – | 0.03% | 155 |
|
2025
Q1 | $37K | Sell |
1,059
-73
| -6% | -$2.55K | 0.03% | 150 |
|
2024
Q4 | $37.8K | Hold |
1,132
| – | – | 0.03% | 155 |
|
2024
Q3 | $41.2K | Hold |
1,132
| – | – | 0.03% | 139 |
|
2024
Q2 | $38K | Hold |
1,132
| – | – | 0.03% | 150 |
|
2024
Q1 | $36.5K | Sell |
1,132
-500
| -31% | -$16.1K | 0.03% | 139 |
|
2023
Q4 | $52.3K | Buy |
+1,632
| New | +$52.3K | 0.05% | 88 |
|