Willow Creek Wealth Management’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 | $297K | Hold |
|
|||||
|
2025
Q2 | $268K | Hold |
|
|||||
|
2025
Q1 | $239K | Hold |
|
|||||
|
2024
Q4 | $228K | Hold |
|
|||||
|
2024
Q3 | $249K | Hold |
|
|||||
|
2024
Q2 | $229K | Hold |
|
|||||
|
2024
Q1 | $220K | Sell |
|
|||||
|
2023
Q4 | $238K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $879K | Buy |
|
|||||
|
2022
Q1 | $950K | Sell |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $242K | Hold |
|
|||||
|
2021
Q2 | $264K | Hold |
|
|||||
|
2021
Q1 | $253K | Hold |
|
|||||
|
2020
Q4 | $246K | Hold |
|
|||||
|
2020
Q3 | $208K | Buy |
|