CWA
Consilio Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,798
| Closed | -$603K | – | 49 |
|
|
2022
Q3 | $603K | Sell |
21,798
-187
| -0.9% | -$5.17K | 0.47% | 30 |
|
|
2022
Q2 | $710K | Hold |
21,985
| – | – | 0.58% | 25 |
|
|
2022
Q1 | $808K | Sell |
21,985
-21,480
| -49% | -$789K | 0.64% | 26 |
|
|
2021
Q4 | $1.74M | Buy |
+43,465
| New | +$1.74M | 1.35% | 18 |
|