Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-193
| Closed | -$6.11K | – | 558 |
|
|
2023
Q2 | $6.11K | Hold |
193
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $6.08K | Hold |
193
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $5.8K | Sell |
193
-304
| -61% | -$9.14K | ﹤0.01% | 382 |
|
|
2022
Q3 | $14K | Hold |
497
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $16K | Hold |
497
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $18K | Buy |
497
+304
| +158% | +$11K | 0.01% | 336 |
|
|
2021
Q4 | $8K | Buy |
+193
| New | +$8K | ﹤0.01% | 360 |
|