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 |
|