Clearstead 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
Q3 | – | Sell |
-2,342
| Closed | -$74.1K | – | 1533 |
|
|
2023
Q2 | $74.1K | Buy |
2,342
+12
| +0.5% | +$380 | ﹤0.01% | 643 |
|
|
2023
Q1 | $73.3K | Hold |
2,330
| – | – | 0.01% | 574 |
|
|
2022
Q4 | $70.1K | Sell |
2,330
-6,024
| -72% | -$181K | 0.01% | 570 |
|
|
2022
Q3 | $231K | Buy |
8,354
+4,955
| +146% | +$137K | 0.02% | 346 |
|
|
2022
Q2 | $110K | Buy |
+3,399
| New | +$110K | 0.01% | 483 |
|