Heritage Wealth Management (Arizona)’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
Q4 | $5.39M | Buy |
179,098
+92,069
| +106% | +$2.77M | 0.77% | 23 |
|
|
2022
Q3 | $2.41M | Buy |
87,029
+4,517
| +5% | +$125K | 0.77% | 21 |
|
|
2022
Q2 | $2.67M | Buy |
82,512
+103
| +0.1% | +$3.33K | 0.89% | 17 |
|
|
2022
Q1 | $3.03M | Buy |
+82,409
| New | +$3.03M | 0.82% | 20 |
|
|
2021
Q3 | $3.34M | Buy |
80,649
+1,884
| +2% | +$78.1K | 1.19% | 14 |
|
|
2021
Q2 | $3.56M | Buy |
78,765
+13,429
| +21% | +$606K | 1.35% | 13 |
|
|
2021
Q1 | $2.83M | Buy |
+65,336
| New | +$2.83M | 1.59% | 9 |
|