Cardinal Strategic Wealth Guidance’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 |
-40
| Closed | -$1.21K | – | 78 |
|
|
2023
Q3 | $1.21K | Hold |
40
| – | – | ﹤0.01% | 84 |
|
|
2023
Q2 | $1.27K | Buy |
40
+16
| +67% | +$506 | ﹤0.01% | 80 |
|
|
2023
Q1 | $756 | Hold |
24
| – | – | ﹤0.01% | 83 |
|
|
2022
Q4 | $722 | Hold |
24
| – | – | ﹤0.01% | 88 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 80 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 92 |
|
|
2022
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 89 |
|