DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,073
| Closed | -$518K | – | 79 |
|
|
2024
Q1 | $518K | Hold |
16,073
| – | – | 0.37% | 60 |
|
|
2023
Q4 | $515K | Buy |
16,073
+223
| +1% | +$7.15K | 0.39% | 53 |
|
|
2023
Q3 | $480K | Hold |
15,850
| – | – | 0.43% | 52 |
|
|
2023
Q2 | $501K | Buy |
15,850
+6,098
| +63% | +$193K | 0.43% | 51 |
|
|
2023
Q1 | $307K | Buy |
9,752
+1,820
| +23% | +$57.3K | 0.38% | 36 |
|
|
2022
Q4 | $239K | Buy |
7,932
+452
| +6% | +$13.6K | 0.33% | 32 |
|
|
2022
Q3 | $207K | Buy |
7,480
+200
| +3% | +$5.54K | 0.34% | 31 |
|
|
2022
Q2 | $235K | Buy |
7,280
+771
| +12% | +$24.9K | 0.22% | 40 |
|
|
2022
Q1 | $239K | Hold |
6,509
| – | – | 0.2% | 39 |
|
|
2021
Q4 | $259K | Buy |
+6,509
| New | +$259K | 0.24% | 36 |
|