Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72,228
| Closed | -$2.99M | – | 916 |
|
|
2021
Q3 | $2.99M | Buy |
72,228
+2,025
| +3% | +$83.9K | 0.43% | 53 |
|
|
2021
Q2 | $3.17M | Buy |
70,203
+639
| +0.9% | +$28.8K | 0.39% | 62 |
|
|
2021
Q1 | $3.01M | Sell |
69,564
-16,766
| -19% | -$726K | 0.5% | 49 |
|
|
2020
Q4 | $3.62M | Buy |
86,330
+85,779
| +15,568% | +$3.6M | 0.76% | 29 |
|
|
2020
Q3 | $20.4K | Buy |
551
+251
| +84% | +$9.28K | 0.01% | 599 |
|
|
2020
Q2 | $10.4K | Buy |
300
+98
| +49% | +$3.4K | 0.01% | 675 |
|
|
2020
Q1 | $5.53K | Buy |
202
+15
| +8% | +$411 | ﹤0.01% | 765 |
|
|
2019
Q4 | $6.66K | Buy |
+187
| New | +$6.66K | ﹤0.01% | 659 |
|