Carson Wealth (CWM LLC)’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,768
| Closed | -$76K | – | 3590 |
|
|
2021
Q4 | $76K | Buy |
+1,768
| New | +$76K | ﹤0.01% | 1408 |
|
|
2021
Q2 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q1 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q4 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q3 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q2 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q1 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q4 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q3 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q2 | $81K | Hold |
1,742
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $81K | Buy |
+1,742
| New | +$81K | ﹤0.01% | 1203 |
|