Brewin Dolphin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $752K | Hold |
23,280
| – | – | 0.08% | 81 |
|
|
2022
Q1 | $855K | Hold |
23,280
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $925K | Hold |
23,280
| – | – | 0.1% | 77 |
|
|
2021
Q3 | $965K | Hold |
23,280
| – | – | 0.11% | 74 |
|
|
2021
Q2 | $1.05M | Hold |
23,280
| – | – | 0.13% | 72 |
|
|
2021
Q1 | $1.01M | Hold |
23,280
| – | – | 0.15% | 66 |
|
|
2020
Q4 | $977K | Hold |
23,280
| – | – | 0.16% | 62 |
|
|
2020
Q3 | $829K | Hold |
23,280
| – | – | 0.15% | 64 |
|
|
2020
Q2 | $747K | Buy |
+23,280
| New | +$747K | 0.16% | 64 |
|