Williams & Novak’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 | $356K | Sell |
9,097
-1,400
| -13% | -$54.8K | 0.3% | 80 |
|
|
2025
Q1 | $368K | Sell |
10,497
-1
| -0% | -$35 | 0.36% | 69 |
|
|
2024
Q4 | $351K | Buy |
10,498
+234
| +2% | +$7.81K | 0.34% | 71 |
|
|
2024
Q3 | $374K | Sell |
10,264
-100
| -1% | -$3.64K | 0.35% | 75 |
|
|
2024
Q2 | $348K | Buy |
10,364
+520
| +5% | +$17.4K | 0.32% | 70 |
|
|
2024
Q1 | $316K | Hold |
9,844
| – | – | 0.36% | 59 |
|
|
2023
Q4 | $316K | Buy |
+9,844
| New | +$316K | 0.36% | 59 |
|