Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,388
| Closed | -$46.5K | – | 792 |
|
|
2024
Q4 | $46.5K | Buy |
1,388
+414
| +43% | +$13.9K | 0.01% | 608 |
|
|
2024
Q3 | $36K | Hold |
974
| – | – | 0.01% | 660 |
|
|
2024
Q2 | $32.7K | Buy |
+974
| New | +$32.7K | 0.01% | 613 |
|
|
2023
Q4 | $32.4K | Buy |
+1,012
| New | +$32.4K | 0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-698
| Closed | -$21.9K | – | 1295 |
|
|
2023
Q2 | $21.9K | Buy |
+698
| New | +$21.9K | 0.01% | 543 |
|