BFA
BBJS Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $140K | Hold |
3,835
| – | – | 0.05% | 54 |
|
|
2024
Q2 | $129K | Sell |
3,835
-840
| -18% | -$28.2K | 0.05% | 57 |
|
|
2024
Q1 | $151K | Hold |
4,675
| – | – | 0.05% | 53 |
|
|
2023
Q4 | $150K | Buy |
4,675
+91
| +2% | +$2.92K | 0.05% | 56 |
|
|
2023
Q3 | $139K | Buy |
4,584
+263
| +6% | +$7.96K | 0.05% | 58 |
|
|
2023
Q2 | $137K | Buy |
4,321
+31
| +0.7% | +$980 | 0.05% | 55 |
|
|
2023
Q1 | $135K | Sell |
4,290
-200
| -4% | -$6.3K | 0.06% | 56 |
|
|
2022
Q4 | $135K | Buy |
+4,490
| New | +$135K | 0.06% | 61 |
|