IAG Wealth Partners’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
Q1 | – | Hold |
0
| – | – | – | 457 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 442 |
|
|
2022
Q4 | – | Sell |
-231
| Closed | -$6K | – | 458 |
|
|
2022
Q3 | $6K | Hold |
231
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $7K | Sell |
231
-123
| -35% | -$3.73K | ﹤0.01% | 308 |
|
|
2022
Q1 | $13K | Hold |
354
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $14K | Buy |
+354
| New | +$14K | ﹤0.01% | 258 |
|