Clearview Wealth Advisors’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
2023
Q3
Sell
-265
Closed -$8.37K 271
2023
Q2
$8.37K Sell
265
-178
-40% -$5.58K 0.01% 385
2023
Q1
$13.9K Sell
443
-217
-33% -$6.88K 0.01% 319
2022
Q4
$19.9K Sell
660
-3,501
-84% -$103K 0.02% 246
2022
Q3
$115K Buy
4,161
+305
+8% +$9.51K 0.09% 102
2022
Q2
$125K Buy
3,856
+812
+27% +$27.5K 0.09% 105
2022
Q1
$112K Buy
3,044
+230
+8% +$8.83K 0.07% 131
2021
Q4
$112K Buy
2,814
+77
+3% +$3.17K 0.07% 144
2021
Q3
$113K Sell
2,737
-284
-9% -$12.1K 0.07% 147
2021
Q2
$136K Sell
3,021
-4,409
-59% -$195K 0.08% 135
2021
Q1
$322K Buy
7,430
+19
+0.3% +$845 0.21% 92
2020
Q4
$311K Buy
+7,411
New +$289K 0.21% 86

Other funds holding ESGE