Wealth Enhancement Advisory Services’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 | $856K | Buy |
21,619
+2,134
| +11% | +$84.5K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $681K | Sell |
19,485
-379
| -2% | -$13.2K | ﹤0.01% | 1829 |
|
|
2024
Q4 | $663K | Buy |
19,864
+2,449
| +14% | +$81.8K | ﹤0.01% | 1777 |
|
|
2024
Q3 | $634K | Sell |
17,415
-976
| -5% | -$35.5K | ﹤0.01% | 1647 |
|
|
2024
Q2 | $617K | Buy |
18,391
+280
| +2% | +$9.39K | ﹤0.01% | 1510 |
|
|
2024
Q1 | $584K | Sell |
18,111
-816
| -4% | -$26.3K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $607K | Buy |
18,927
+4,401
| +30% | +$141K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $440K | Buy |
+14,526
| New | +$440K | ﹤0.01% | 1505 |
|
|
2022
Q1 | – | Sell |
-7,880
| Closed | -$313K | – | 313 |
|
|
2021
Q4 | $313K | Buy |
7,880
+671
| +9% | +$26.7K | ﹤0.01% | 271 |
|
|
2021
Q3 | $308K | Buy |
7,209
+599
| +9% | +$25.6K | ﹤0.01% | 264 |
|
|
2021
Q2 | $292K | Buy |
6,610
+745
| +13% | +$32.9K | ﹤0.01% | 254 |
|
|
2021
Q1 | $259K | Buy |
+5,865
| New | +$259K | ﹤0.01% | 250 |
|