WealthShield Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $794K | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $3.7M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.6M | Sell |
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|
2021
Q2 | $9.59M | Buy |
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|
2021
Q1 | $8.87M | Sell |
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|
2020
Q4 | $8.96M | Buy |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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