Clearview Wealth 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 |
-265
| Closed | -$8.37K | – | 271 |
|
|
2023
Q2 | $8.37K | Sell |
265
-178
| -40% | -$5.62K | 0.01% | 385 |
|
|
2023
Q1 | $13.9K | Sell |
443
-217
| -33% | -$6.83K | 0.01% | 319 |
|
|
2022
Q4 | $19.9K | Sell |
660
-3,501
| -84% | -$105K | 0.02% | 246 |
|
|
2022
Q3 | $115K | Buy |
4,161
+305
| +8% | +$8.43K | 0.09% | 102 |
|
|
2022
Q2 | $125K | Buy |
3,856
+812
| +27% | +$26.3K | 0.09% | 105 |
|
|
2022
Q1 | $112K | Buy |
3,044
+230
| +8% | +$8.46K | 0.07% | 131 |
|
|
2021
Q4 | $112K | Buy |
2,814
+77
| +3% | +$3.07K | 0.07% | 144 |
|
|
2021
Q3 | $113K | Sell |
2,737
-284
| -9% | -$11.7K | 0.07% | 147 |
|
|
2021
Q2 | $136K | Sell |
3,021
-4,409
| -59% | -$198K | 0.08% | 135 |
|
|
2021
Q1 | $322K | Buy |
7,430
+19
| +0.3% | +$823 | 0.21% | 92 |
|
|
2020
Q4 | $311K | Buy |
+7,411
| New | +$311K | 0.21% | 86 |
|