WFAG
Wescott Financial Advisory Group’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 | $2.24M | Buy |
57,091
+2,177
| +4% | +$85.3K | 0.21% | 59 |
|
|
2025
Q1 | $1.92M | Buy |
54,914
+2,725
| +5% | +$95.2K | 0.2% | 58 |
|
|
2024
Q4 | $1.74M | Buy |
52,189
+1,045
| +2% | +$34.9K | 0.18% | 60 |
|
|
2024
Q3 | $1.86M | Sell |
51,144
-168
| -0.3% | -$6.12K | 0.2% | 58 |
|
|
2024
Q2 | $1.72M | Buy |
51,312
+3,263
| +7% | +$109K | 0.2% | 60 |
|
|
2024
Q1 | $1.55M | Buy |
48,049
+3,291
| +7% | +$106K | 0.19% | 60 |
|
|
2023
Q4 | $1.43M | Buy |
44,758
+1,169
| +3% | +$37.5K | 0.2% | 60 |
|
|
2023
Q3 | $1.32M | Buy |
43,589
+1,989
| +5% | +$60.2K | 0.24% | 58 |
|
|
2023
Q2 | $1.32M | Buy |
41,600
+1,955
| +5% | +$61.8K | 0.23% | 59 |
|
|
2023
Q1 | $1.25M | Buy |
39,645
+2,253
| +6% | +$70.9K | 0.27% | 54 |
|
|
2022
Q4 | $1.12M | Buy |
37,392
+564
| +2% | +$17K | 0.24% | 58 |
|
|
2022
Q3 | $1.02M | Buy |
36,828
+30,624
| +494% | +$847K | 0.28% | 49 |
|
|
2022
Q2 | $200K | Buy |
+6,204
| New | +$200K | 0.05% | 124 |
|