HC Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$87K Buy
2022
Q1
$98K Buy
2021
Q4
$59K Buy
2021
Q3
$61K Hold
2021
Q2
$66K Hold
2021
Q1
$63K Buy
2020
Q4
$60K Hold
2020
Q3
$51K Hold
2020
Q2
$46K Hold
2020
Q1
$39K Buy