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Elm Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,345
Closed -$140K 146
2020
Q4
$140K Buy
+3,345
New +$140K 0.09% 97
2018
Q4
Sell
-1,460
Closed -$49K 138
2018
Q3
$49K Buy
+1,460
New +$49K 0.03% 169