Fiduciary Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,178
| Closed | -$262K | – | 202 |
|
|
2023
Q4 | $262K | Sell |
8,178
-2,474
| -23% | -$79.3K | 0.05% | 158 |
|
|
2023
Q3 | $323K | Buy |
10,652
+2,750
| +35% | +$83.3K | 0.07% | 134 |
|
|
2023
Q2 | $250K | Buy |
+7,902
| New | +$250K | 0.05% | 138 |
|
|
2023
Q1 | – | Sell |
-193
| Closed | -$5.81K | – | 369 |
|
|
2022
Q4 | $5.81K | Buy |
+193
| New | +$5.81K | ﹤0.01% | 495 |
|