Whittier Trust’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
Q3 | $729K | Sell |
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|
2025
Q2 | $668K | Hold |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $97.4K | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $713K | Hold |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $998K | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.32M | Hold |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.49M | Hold |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $384K | Hold |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $84K | Buy |
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