Wescott Financial Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $200K | Buy |
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