Warren Street Wealth 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
Q2 | $481K | Sell |
12,270
-1,185
| -9% | -$46.4K | 0.16% | 61 |
|
|
2025
Q1 | $470K | Sell |
13,455
-14
| -0.1% | -$489 | 0.18% | 58 |
|
|
2024
Q4 | $450K | Buy |
13,469
+1,973
| +17% | +$65.9K | 0.18% | 60 |
|
|
2024
Q3 | $419K | Sell |
11,496
-685
| -6% | -$24.9K | 0.17% | 66 |
|
|
2024
Q2 | $408K | Sell |
12,181
-5
| -0% | -$168 | 0.2% | 59 |
|
|
2024
Q1 | $393K | Sell |
12,186
-205
| -2% | -$6.61K | 0.19% | 63 |
|
|
2023
Q4 | $397K | Buy |
12,391
+2,187
| +21% | +$70.1K | 0.23% | 59 |
|
|
2023
Q3 | $309K | Sell |
10,204
-87
| -0.8% | -$2.63K | 0.2% | 60 |
|
|
2023
Q2 | $326K | Buy |
10,291
+225
| +2% | +$7.12K | 0.21% | 58 |
|
|
2023
Q1 | $317K | Buy |
10,066
+770
| +8% | +$24.2K | 0.23% | 50 |
|
|
2022
Q4 | $280K | Buy |
9,296
+1,239
| +15% | +$37.3K | 0.22% | 53 |
|
|
2022
Q3 | $223K | Sell |
8,057
-493
| -6% | -$13.6K | 0.22% | 47 |
|
|
2022
Q2 | $276K | Buy |
8,550
+259
| +3% | +$8.36K | 0.27% | 43 |
|
|
2022
Q1 | $305K | Buy |
+8,291
| New | +$305K | 0.27% | 42 |
|