ABLE Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7,533
| Closed | -$243K | – | 177 |
|
2024
Q1 | $243K | Buy |
7,533
+299
| +4% | +$9.64K | 0.1% | 139 |
|
2023
Q4 | $232K | Buy |
7,234
+72
| +1% | +$2.31K | 0.1% | 136 |
|
2023
Q3 | $217K | Sell |
7,162
-838
| -10% | -$25.4K | 0.11% | 127 |
|
2023
Q2 | $253K | Buy |
8,000
+1,359
| +20% | +$43K | 0.13% | 116 |
|
2023
Q1 | $209K | Buy |
+6,641
| New | +$209K | 0.14% | 123 |
|