HC Financial Advisors’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
Q2 | $87K | Buy |
2,684
+24
| +0.9% | +$778 | 0.06% | 104 |
|
|
2022
Q1 | $98K | Buy |
2,660
+1,165
| +78% | +$42.9K | 0.06% | 102 |
|
|
2021
Q4 | $59K | Buy |
1,495
+29
| +2% | +$1.14K | 0.03% | 128 |
|
|
2021
Q3 | $61K | Hold |
1,466
| – | – | 0.04% | 123 |
|
|
2021
Q2 | $66K | Hold |
1,466
| – | – | 0.04% | 117 |
|
|
2021
Q1 | $63K | Buy |
1,466
+40
| +3% | +$1.72K | 0.04% | 121 |
|
|
2020
Q4 | $60K | Hold |
1,426
| – | – | 0.04% | 125 |
|
|
2020
Q3 | $51K | Hold |
1,426
| – | – | 0.04% | 119 |
|
|
2020
Q2 | $46K | Hold |
1,426
| – | – | 0.04% | 117 |
|
|
2020
Q1 | $39K | Buy |
+1,426
| New | +$39K | 0.03% | 130 |
|