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

Wealthspire Advisors (New York)’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
2026
Q1 		$5.05M Sell
111,059
-2,602
-2% -$123K 0.04% 164
2025
Q4 		$5.02M Sell
113,661
-6,830
-6% -$301K 0.04% 161
2025
Q3 		$5.23M Sell
120,491
-1,659
-1% -$67.7K 0.03% 161
2025
Q2 		$4.78M Sell
122,150
-345,388
-74% -$12.5M 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% -$271K 0.04% 155
2024
Q3 		$4.81M Buy
+132,035
New +$4.51M 0.05% 151
2021
Q4 		– Sell
-9,557
Closed -$396K – 569
2021
Q3 		$396K Buy
+9,557
New +$408K 0.01% 403
2019
Q1 		– Sell
-116
Closed -$4K – 282
2018
Q4 		$4K Buy
+116
New +$3.65K ﹤0.01% 676

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