Horizons Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-207
| Closed | -$6.64K | – | 176 |
|
|
2024
Q1 | $6.64K | Hold |
207
| – | – | ﹤0.01% | 144 |
|
|
2023
Q4 | $6.64K | Sell |
207
-203
| -50% | -$6.51K | ﹤0.01% | 144 |
|
|
2023
Q3 | $12.4K | Buy |
410
+2
| +0.5% | +$61 | 0.01% | 131 |
|
|
2023
Q2 | $12.8K | Buy |
408
+11
| +3% | +$345 | 0.01% | 145 |
|
|
2023
Q1 | $12.5K | Buy |
397
+1
| +0.3% | +$32 | 0.01% | 128 |
|
|
2022
Q4 | $12K | Buy |
396
+26
| +7% | +$788 | 0.01% | 128 |
|
|
2022
Q3 | $10K | Hold |
370
| – | – | 0.01% | 122 |
|
|
2022
Q2 | $12K | Buy |
+370
| New | +$12K | 0.01% | 122 |
|