GFPC
Global Financial Private Client’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-203
| Closed | -$7.1K | – | 656 |
|
|
2025
Q1 | $7.1K | Sell |
203
-6
| -3% | -$210 | ﹤0.01% | 640 |
|
|
2024
Q4 | $6.98K | Hold |
209
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $7.61K | Sell |
209
-15
| -7% | -$546 | ﹤0.01% | 593 |
|
|
2024
Q2 | $7.51K | Buy |
224
+63
| +39% | +$2.11K | ﹤0.01% | 471 |
|
|
2024
Q1 | $5.2K | Sell |
161
-5
| -3% | -$162 | ﹤0.01% | 517 |
|
|
2023
Q4 | $5.32K | Sell |
166
-26
| -14% | -$834 | ﹤0.01% | 508 |
|
|
2023
Q3 | $5.78K | Hold |
192
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $6.14K | Buy |
192
+14
| +8% | +$448 | ﹤0.01% | 486 |
|
|
2023
Q1 | $5.61K | Hold |
178
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $5.35K | Sell |
178
-4
| -2% | -$120 | ﹤0.01% | 483 |
|
|
2022
Q3 | $5.12K | Sell |
182
-10,834
| -98% | -$305K | ﹤0.01% | 466 |
|
|
2022
Q2 | $353K | Sell |
11,016
-5,660
| -34% | -$182K | 0.2% | 100 |
|
|
2022
Q1 | $623K | Buy |
16,676
+3,363
| +25% | +$126K | 0.3% | 76 |
|
|
2021
Q4 | $529K | Sell |
13,313
-1,758
| -12% | -$69.9K | 0.26% | 89 |
|
|
2021
Q3 | $623K | Buy |
15,071
+2,851
| +23% | +$118K | 0.32% | 81 |
|
|
2021
Q2 | $547K | Buy |
12,220
+8,021
| +191% | +$359K | 0.31% | 81 |
|
|
2021
Q1 | $184K | Buy |
4,199
+2,563
| +157% | +$112K | 0.13% | 118 |
|
|
2020
Q4 | $68.7K | Buy |
+1,636
| New | +$68.7K | 0.05% | 165 |
|