Insight Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,226
| Closed | -$548K | – | 162 |
|
|
2021
Q3 | $548K | Sell |
13,226
-721
| -5% | -$29.9K | 0.08% | 139 |
|
|
2021
Q2 | $630K | Sell |
13,947
-26,895
| -66% | -$1.21M | 0.09% | 132 |
|
|
2021
Q1 | $1.77M | Buy |
40,842
+31,379
| +332% | +$1.36M | 0.24% | 62 |
|
|
2020
Q4 | $397K | Buy |
+9,463
| New | +$397K | 0.07% | 132 |
|