Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,786
| Closed | -$296K | – | 242 |
|
|
2023
Q3 | $296K | Hold |
9,786
| – | – | 0.05% | 195 |
|
|
2023
Q2 | $310K | Hold |
9,786
| – | – | 0.05% | 191 |
|
|
2023
Q1 | $308K | Hold |
9,786
| – | – | 0.05% | 192 |
|
|
2022
Q4 | $294K | Sell |
9,786
-15,005
| -61% | -$451K | 0.06% | 186 |
|
|
2022
Q3 | $686K | Buy |
24,791
+3,201
| +15% | +$88.6K | 0.14% | 133 |
|
|
2022
Q2 | $698K | Buy |
21,590
+2,917
| +16% | +$94.3K | 0.15% | 130 |
|
|
2022
Q1 | $686K | Sell |
18,673
-144
| -0.8% | -$5.29K | 0.13% | 137 |
|
|
2021
Q4 | $748K | Hold |
18,817
| – | – | 0.14% | 129 |
|
|
2021
Q3 | $780K | Buy |
+18,817
| New | +$780K | 0.16% | 126 |
|