4WM
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4J Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-37,562
Closed -$1.63M 74
2021
Q1
$1.63M Buy
37,562
+29,889
+390% +$1.29M 1.51% 19
2020
Q4
$322K Buy
+7,673
New +$322K 0.31% 58