Buckingham Strategic Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $732K | Hold |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $366K | Buy |
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