GoalVest Advisory’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
Q3
Sell
-396
Closed -$13K 274
2022
Q2
$13K Sell
396
-73,068
-99% -$2.4M 0.01% 241
2022
Q1
$2.7M Buy
+73,464
New +$2.7M 1.52% 17
2021
Q2
$18K Buy
+401
New +$18K 0.01% 179