West Wealth Group’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 | $205K | Buy |
+5,121
| New | +$205K | 0.05% | 107 |
|
|
2025
Q1 | – | Sell |
-6,137
| Closed | -$205K | – | 99 |
|
|
2024
Q4 | $205K | Buy |
+6,137
| New | +$205K | 0.06% | 90 |
|
|
2023
Q2 | – | Sell |
-8,229
| Closed | -$259K | – | 76 |
|
|
2023
Q1 | $259K | Sell |
8,229
-386
| -4% | -$12.2K | 0.12% | 52 |
|
|
2022
Q4 | $259K | Sell |
8,615
-94,316
| -92% | -$2.84M | 0.13% | 55 |
|
|
2022
Q3 | $2.85M | Buy |
102,931
+6,370
| +7% | +$176K | 1.44% | 14 |
|
|
2022
Q2 | $3.12M | Buy |
96,561
+90,584
| +1,516% | +$2.93M | 1.45% | 14 |
|
|
2022
Q1 | $219K | Buy |
+5,977
| New | +$219K | 0.09% | 57 |
|