BFA
BMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,471
| Closed | -$330K | – | 117 |
|
|
2023
Q1 | $330K | Sell |
10,471
-43,595
| -81% | -$1.37M | 0.23% | 90 |
|
|
2022
Q4 | $2.15M | Buy |
+54,066
| New | +$2.15M | 1.42% | 14 |
|
|
2022
Q3 | – | Sell |
-56,241
| Closed | -$2.24M | – | 105 |
|
|
2022
Q2 | $2.24M | Sell |
56,241
-10,190
| -15% | -$405K | 1.46% | 14 |
|
|
2022
Q1 | $2.44M | Buy |
66,431
+10,079
| +18% | +$370K | 1.55% | 10 |
|
|
2021
Q4 | $2.24M | Buy |
+56,352
| New | +$2.24M | 1.43% | 14 |
|