Goodwin Investment Advisory’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-846
| Closed | -$36.2K | – | 80 |
|
2023
Q3 | $36.2K | Sell |
846
-432
| -34% | -$18.5K | 0.02% | 65 |
|
2023
Q2 | $57.2K | Sell |
1,278
-790
| -38% | -$35.4K | 0.03% | 61 |
|
2023
Q1 | $94.2K | Buy |
2,068
+101
| +5% | +$4.6K | 0.06% | 56 |
|
2022
Q4 | $83.9K | Sell |
1,967
-2,525
| -56% | -$108K | 0.06% | 65 |
|
2022
Q3 | $183K | Buy |
4,492
+3,233
| +257% | +$132K | 0.14% | 50 |
|
2022
Q2 | $59.7K | Sell |
1,259
-1,227
| -49% | -$58.2K | 0.05% | 57 |
|
2022
Q1 | $134K | Sell |
2,486
-3,752
| -60% | -$202K | 0.09% | 50 |
|
2021
Q4 | $359K | Buy |
6,238
+6,210
| +22,179% | +$357K | 0.27% | 31 |
|
2021
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 131 |
|