ICA Group 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 |
-751
| Closed | -$24.2K | – | 930 |
|
|
2024
Q1 | $24.2K | Buy |
751
+104
| +16% | +$3.35K | ﹤0.01% | 712 |
|
|
2023
Q4 | $20.7K | Buy |
+647
| New | +$20.7K | ﹤0.01% | 712 |
|
|
2023
Q3 | – | Sell |
-999
| Closed | -$31.6K | – | 507 |
|
|
2023
Q2 | $31.6K | Buy |
999
+344
| +53% | +$10.9K | 0.01% | 592 |
|
|
2023
Q1 | $20.6K | Sell |
655
-516
| -44% | -$16.3K | ﹤0.01% | 656 |
|
|
2022
Q4 | $35.3K | Buy |
+1,171
| New | +$35.3K | 0.01% | 586 |
|