Cornerstone Wealth Management’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
Q4 | – | Sell |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $874K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $370K | Buy |
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