WCM Investment Management’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 | – | Sell |
-45,185
| Closed | -$1.58M | – | 243 |
|
|
2025
Q1 | $1.58M | Hold |
45,185
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $1.51M | Hold |
45,185
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $1.67M | Sell |
45,185
-19,427
| -30% | -$719K | ﹤0.01% | 221 |
|
|
2024
Q2 | $2.16M | Sell |
64,612
-22,612
| -26% | -$756K | 0.01% | 192 |
|
|
2024
Q1 | $2.81M | Buy |
87,224
+40,549
| +87% | +$1.31M | 0.01% | 179 |
|
|
2023
Q4 | $1.5M | Sell |
46,675
-15,313
| -25% | -$491K | ﹤0.01% | 189 |
|
|
2023
Q3 | $1.88M | Hold |
61,988
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $1.96M | Buy |
61,988
+9,250
| +18% | +$293K | 0.01% | 189 |
|
|
2023
Q1 | $1.66M | Sell |
52,738
-47,262
| -47% | -$1.49M | 0.01% | 191 |
|
|
2022
Q4 | $3.01M | Buy |
+100,000
| New | +$3.01M | 0.01% | 175 |
|