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WealthShield Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
24,919
-11,468
| -32% | -$449K | 0.12% | 172 |
|
|
2025
Q1 | $1.27M | Sell |
36,387
-702
| -2% | -$24.5K | 0.16% | 140 |
|
|
2024
Q4 | $1.24M | Sell |
37,089
-8,910
| -19% | -$298K | 0.18% | 129 |
|
|
2024
Q3 | $1.67M | Sell |
45,999
-756
| -2% | -$27.5K | 0.23% | 111 |
|
|
2024
Q2 | $1.57M | Buy |
46,755
+902
| +2% | +$30.2K | 0.24% | 112 |
|
|
2024
Q1 | $1.48M | Buy |
45,853
+2,093
| +5% | +$67.5K | 0.24% | 117 |
|
|
2023
Q4 | $1.4M | Sell |
43,760
-24,155
| -36% | -$774K | 0.23% | 117 |
|
|
2023
Q3 | $2.06M | Buy |
67,915
+5,184
| +8% | +$157K | 0.31% | 90 |
|
|
2023
Q2 | $1.98M | Buy |
62,731
+18,404
| +42% | +$582K | 0.3% | 86 |
|
|
2023
Q1 | $1.4M | Buy |
44,327
+17,924
| +68% | +$564K | 0.22% | 117 |
|
|
2022
Q4 | $794K | Sell |
26,403
-34,476
| -57% | -$1.04M | 0.15% | 161 |
|
|
2022
Q3 | $1.69M | Sell |
60,879
-2,922
| -5% | -$80.9K | 0.33% | 82 |
|
|
2022
Q2 | $2.06M | Sell |
63,801
-36,954
| -37% | -$1.19M | 0.41% | 63 |
|
|
2022
Q1 | $3.7M | Buy |
100,755
+11,112
| +12% | +$408K | 0.59% | 39 |
|
|
2021
Q4 | $3.56M | Buy |
89,643
+2,714
| +3% | +$108K | 0.59% | 47 |
|
|
2021
Q3 | $3.6M | Sell |
86,929
-125,457
| -59% | -$5.2M | 0.96% | 30 |
|
|
2021
Q2 | $9.59M | Buy |
212,386
+7,606
| +4% | +$343K | 1.5% | 18 |
|
|
2021
Q1 | $8.87M | Sell |
204,780
-8,684
| -4% | -$376K | 1.59% | 14 |
|
|
2020
Q4 | $8.96M | Buy |
213,464
+117,959
| +124% | +$4.95M | 1.65% | 12 |
|
|
2020
Q3 | $3.4M | Buy |
95,505
+11,839
| +14% | +$422K | 1.19% | 21 |
|
|
2020
Q2 | $2.68M | Buy |
83,666
+31,099
| +59% | +$998K | 1.24% | 21 |
|
|
2020
Q1 | $1.44M | Buy |
+52,567
| New | +$1.44M | 0.88% | 27 |
|