Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-610
| Closed | -$24K | – | 174 |
|
|
2021
Q4 | $24K | Buy |
+610
| New | +$24K | 0.01% | 237 |
|
|
2021
Q2 | $28K | Hold |
610
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $26K | Buy |
+610
| New | +$26K | 0.02% | 197 |
|
|
2020
Q3 | $17K | Hold |
540
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $17K | Buy |
+540
| New | +$17K | 0.01% | 168 |
|
|
2019
Q4 | – | Sell |
-540
| Closed | -$18K | – | 138 |
|
|
2019
Q3 | $18K | Hold |
540
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $18K | Buy |
+540
| New | +$18K | 0.02% | 166 |
|