BAM
Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $85K | Buy |
2,687
+122
| +5% | +$3.86K | 0.03% | 150 |
|
|
2022
Q4 | $77K | Sell |
2,565
-2,657
| -51% | -$79.8K | 0.03% | 152 |
|
|
2022
Q3 | $144K | Sell |
5,222
-3,251
| -38% | -$89.6K | 0.07% | 118 |
|
|
2022
Q2 | $274K | Buy |
8,473
+3,524
| +71% | +$114K | 0.13% | 93 |
|
|
2022
Q1 | $182K | Sell |
4,949
-1,293
| -21% | -$47.6K | 0.07% | 113 |
|
|
2021
Q4 | $248K | Buy |
6,242
+1,002
| +19% | +$39.8K | 0.1% | 99 |
|
|
2021
Q3 | $217K | Buy |
5,240
+971
| +23% | +$40.2K | 0.09% | 100 |
|
|
2021
Q2 | $193K | Buy |
+4,269
| New | +$193K | 0.08% | 102 |
|