Element Wealth’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
Q1
Sell
-74
Closed -$2.23K 204
2022
Q4
$2.23K Sell
74
-124
-63% -$3.73K ﹤0.01% 189
2022
Q3
$5K Hold
198
﹤0.01% 177
2022
Q2
$6K Buy
198
+74
+60% +$2.24K 0.01% 168
2022
Q1
$5K Hold
124
﹤0.01% 186
2021
Q4
$5K Hold
124
﹤0.01% 168
2021
Q3
$5K Hold
124
﹤0.01% 158
2021
Q2
$6K Hold
124
﹤0.01% 151
2021
Q1
$5K Hold
124
﹤0.01% 150
2020
Q4
$5K Buy
+124
New +$5K ﹤0.01% 137