WT 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 | $354K | Sell |
|
|||||
|
2025
Q2 | $402K | Buy |
|
|||||
|
2025
Q1 | $289K | Sell |
|
|||||
|
2024
Q4 | $311K | Buy |
|
|||||
|
2024
Q3 | $340K | Buy |
|
|||||
|
2024
Q2 | $305K | Sell |
|
|||||
|
2024
Q1 | $309K | Buy |
|
|||||
|
2023
Q4 | $246K | Buy |
|
|||||
|
2023
Q3 | $232K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $226K | Buy |
|
|||||
|
2022
Q1 | $214K | Buy |
|
|||||
|
2021
Q4 | $224K | Buy |
|