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Wealthspire Advisors (Maryland)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-372
Closed -$13K – 945
2019
Q1 		$13K Hold
372
– – ﹤0.01% 1422
2018
Q4 		$11K Hold
372
– – ﹤0.01% 1420
2018
Q3 		$12K Buy
+372
New +$12.5K ﹤0.01% 1455

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