Acropolis Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,177
| Closed | -$217K | – | 284 |
|
|
2023
Q3 | $217K | Hold |
7,177
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $227K | Buy |
7,177
+395
| +6% | +$12.5K | 0.02% | 190 |
|
|
2023
Q1 | $213K | Buy |
+6,782
| New | +$213K | 0.02% | 193 |
|
|
2022
Q2 | – | Sell |
-7,037
| Closed | -$258K | – | 243 |
|
|
2022
Q1 | $258K | Buy |
7,037
+90
| +1% | +$3.3K | 0.02% | 164 |
|
|
2021
Q4 | $276K | Buy |
+6,947
| New | +$276K | 0.02% | 162 |
|