Wealthspire Advisors (New York)’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 | $4.78M | Sell |
122,150
-345,388
| -74% | -$13.5M | 0.03% | 162 |
|
|
2025
Q1 | $16.3M | Buy |
467,538
+343,177
| +276% | +$12M | 0.1% | 87 |
|
|
2024
Q4 | $4.15M | Sell |
124,361
-7,674
| -6% | -$256K | 0.04% | 155 |
|
|
2024
Q3 | $4.81M | Buy |
+132,035
| New | +$4.81M | 0.05% | 151 |
|
|
2021
Q4 | – | Sell |
-9,557
| Closed | -$396K | – | 569 |
|
|
2021
Q3 | $396K | Buy |
+9,557
| New | +$396K | 0.01% | 403 |
|
|
2019
Q1 | – | Sell |
-116
| Closed | -$4K | – | 282 |
|
|
2018
Q4 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 676 |
|