Householder Group Estate & Retirement Specialist’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
Q4 | $0 | Sell |
13
-11
| -46% | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1208 |
|
|
2024
Q2 | – | Sell |
-43
| Closed | -$1.39K | – | 1239 |
|
|
2024
Q1 | $1.39K | Sell |
43
-5
| -10% | -$161 | ﹤0.01% | 1089 |
|
|
2023
Q4 | $1K | Buy |
48
+13
| +37% | +$271 | ﹤0.01% | 1057 |
|
|
2023
Q3 | $1.06K | Buy |
+35
| New | +$1.06K | ﹤0.01% | 1136 |
|
|
2023
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1074 |
|
|
2022
Q4 | – | Sell |
-567
| Closed | -$15K | – | 536 |
|
|
2022
Q3 | $15K | Buy |
+567
| New | +$15K | 0.01% | 638 |
|