Wealthcare Advisory Partners’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 | $575K | Sell |
14,687
-799
| -5% | -$31.3K | 0.01% | 611 |
|
|
2025
Q1 | $541K | Buy |
15,486
+2,631
| +20% | +$92K | 0.01% | 576 |
|
|
2024
Q4 | $429K | Sell |
12,855
-457
| -3% | -$15.3K | 0.01% | 610 |
|
|
2024
Q3 | $485K | Buy |
13,312
+1,610
| +14% | +$58.6K | 0.01% | 576 |
|
|
2024
Q2 | $392K | Buy |
11,702
+1,564
| +15% | +$52.4K | 0.01% | 592 |
|
|
2024
Q1 | $327K | Sell |
10,138
-151
| -1% | -$4.87K | 0.01% | 640 |
|
|
2023
Q4 | $330K | Buy |
10,289
+1,657
| +19% | +$53.1K | 0.01% | 582 |
|
|
2023
Q3 | $261K | Buy |
8,632
+2
| +0% | +$61 | 0.01% | 586 |
|
|
2023
Q2 | $273K | Sell |
8,630
-4
| -0% | -$127 | 0.01% | 591 |
|
|
2023
Q1 | $272K | Buy |
8,634
+1,968
| +30% | +$62K | 0.01% | 605 |
|
|
2022
Q4 | $200K | Buy |
+6,666
| New | +$200K | 0.01% | 658 |
|
|
2020
Q2 | – | Sell |
-47
| Closed | -$1K | – | 624 |
|
|
2020
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1384 |
|