Wealth Architects’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 | $1.36M | Sell |
34,776
-177
| -0.5% | -$6.93K | 0.14% | 77 |
|
|
2025
Q1 | $1.22M | Buy |
34,953
+360
| +1% | +$12.6K | 0.13% | 78 |
|
|
2024
Q4 | $1.16M | Sell |
34,593
-1,429
| -4% | -$47.7K | 0.13% | 75 |
|
|
2024
Q3 | $1.31M | Hold |
36,022
| – | – | 0.15% | 69 |
|
|
2024
Q2 | $1.21M | Buy |
36,022
+2,338
| +7% | +$78.4K | 0.15% | 69 |
|
|
2024
Q1 | $1.09M | Buy |
33,684
+388
| +1% | +$12.5K | 0.14% | 72 |
|
|
2023
Q4 | $1.07M | Sell |
33,296
-174
| -0.5% | -$5.58K | 0.15% | 69 |
|
|
2023
Q3 | $1.01M | Sell |
33,470
-58
| -0.2% | -$1.76K | 0.17% | 67 |
|
|
2023
Q2 | $1.06M | Sell |
33,528
-458
| -1% | -$14.5K | 0.18% | 64 |
|
|
2023
Q1 | $1.07M | Sell |
33,986
-396
| -1% | -$12.5K | 0.19% | 61 |
|
|
2022
Q4 | $1.03M | Buy |
34,382
+24,535
| +249% | +$738K | 0.2% | 58 |
|
|
2022
Q3 | $272K | Buy |
+9,847
| New | +$272K | 0.06% | 133 |
|