Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Buy |
62,143
+2,930
| +5% | +$98.2K | 0.02% | 232 |
|
|
2024
Q1 | $1.91M | Buy |
59,213
+2,727
| +5% | +$87.9K | 0.02% | 248 |
|
|
2023
Q4 | $1.81M | Buy |
56,486
+17,998
| +47% | +$577K | 0.02% | 246 |
|
|
2023
Q3 | $1.17M | Buy |
38,488
+11,731
| +44% | +$355K | 0.02% | 278 |
|
|
2023
Q2 | $846K | Buy |
26,757
+2,408
| +10% | +$76.2K | 0.01% | 319 |
|
|
2023
Q1 | $732K | Hold |
24,349
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $732K | Buy |
24,349
+6,638
| +37% | +$200K | 0.01% | 314 |
|
|
2022
Q3 | $490K | Sell |
17,711
-10,867
| -38% | -$301K | 0.01% | 375 |
|
|
2022
Q2 | $923K | Buy |
28,578
+14,262
| +100% | +$461K | 0.02% | 269 |
|
|
2022
Q1 | $526K | Buy |
14,316
+5,098
| +55% | +$187K | 0.01% | 358 |
|
|
2021
Q4 | $366K | Buy |
9,218
+398
| +5% | +$15.8K | 0.01% | 428 |
|
|
2021
Q3 | $366K | Buy |
+8,820
| New | +$366K | 0.01% | 420 |
|