FWP
Firethorn Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,754
| Closed | -$203K | – | 131 |
|
|
2022
Q4 | $203K | Sell |
6,754
-20,516
| -75% | -$617K | 0.17% | 116 |
|
|
2022
Q3 | $755K | Sell |
27,270
-39
| -0.1% | -$1.08K | 0.7% | 31 |
|
|
2022
Q2 | $866K | Sell |
27,309
-8,185
| -23% | -$260K | 0.7% | 30 |
|
|
2022
Q1 | $1.3M | Buy |
35,494
+4,450
| +14% | +$163K | 0.99% | 19 |
|
|
2021
Q4 | $1.23M | Buy |
+31,044
| New | +$1.23M | 0.92% | 21 |
|
|
2021
Q2 | $2.49M | Buy |
55,046
+1,077
| +2% | +$48.6K | 2.08% | 10 |
|
|
2021
Q1 | $2.34M | Sell |
53,969
-19,439
| -26% | -$842K | 2.18% | 10 |
|
|
2020
Q4 | $3.08M | Buy |
+73,408
| New | +$3.08M | 3.33% | 6 |
|