CA
Crumly & Associates’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
Q2 | – | Sell |
-130,305
| Closed | -$4.79M | – | 112 |
|
|
2022
Q1 | $4.79M | Buy |
130,305
+12,620
| +11% | +$464K | 1.79% | 18 |
|
|
2021
Q4 | $4.67M | Sell |
117,685
-50,900
| -30% | -$2.02M | 1.84% | 19 |
|
|
2021
Q3 | $6.99M | Sell |
168,585
-8,291
| -5% | -$344K | 3.25% | 12 |
|
|
2021
Q2 | $7.99M | Buy |
176,876
+28,290
| +19% | +$1.28M | 3.87% | 6 |
|
|
2021
Q1 | $6.44M | Buy |
148,586
+11,676
| +9% | +$506K | 3.76% | 7 |
|
|
2020
Q4 | $6.23M | Buy |
+136,910
| New | +$6.23M | 4.37% | 8 |
|