IHT Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-7,985
| Closed | -$361K | – | 858 |
|
2021
Q2 | $361K | Buy |
7,985
+540
| +7% | +$24.4K | 0.02% | 638 |
|
2021
Q1 | $322K | Sell |
7,445
-2,060
| -22% | -$89.1K | 0.02% | 608 |
|
2020
Q4 | $399K | Buy |
9,505
+2,810
| +42% | +$118K | 0.03% | 483 |
|
2020
Q3 | $238K | Buy |
+6,695
| New | +$238K | 0.02% | 554 |
|