Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,876
| Closed | -$642K | – | 303 |
|
|
2019
Q4 | $642K | Hold |
17,876
| – | – | 0.1% | 149 |
|
|
2019
Q3 | $582K | Hold |
17,876
| – | – | 0.09% | 175 |
|
|
2019
Q2 | $608K | Buy |
+17,876
| New | +$608K | 0.09% | 170 |
|
|
2018
Q4 | – | Sell |
-9,060
| Closed | -$302K | – | 377 |
|
|
2018
Q3 | $302K | Hold |
9,060
| – | – | 0.03% | 304 |
|
|
2018
Q2 | $305K | Buy |
+9,060
| New | +$305K | 0.04% | 290 |
|