IDA
Intelligence Driven Advisers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,638
| Closed | -$641K | – | 96 |
|
|
2023
Q3 | $641K | Sell |
21,638
-13,943
| -39% | -$413K | 0.11% | 44 |
|
|
2023
Q2 | $1.11M | Sell |
35,581
-77,373
| -68% | -$2.41M | 0.19% | 39 |
|
|
2023
Q1 | $3.53M | Sell |
112,954
-11,386
| -9% | -$356K | 0.63% | 30 |
|
|
2022
Q4 | $3.96M | Buy |
124,340
+20,173
| +19% | +$642K | 0.73% | 27 |
|
|
2022
Q3 | $3M | Sell |
104,167
-64,710
| -38% | -$1.86M | 0.6% | 38 |
|
|
2022
Q2 | $5.34M | Buy |
168,877
+91,177
| +117% | +$2.88M | 1.05% | 30 |
|
|
2022
Q1 | $2.83M | Sell |
77,700
-21,659
| -22% | -$790K | 0.52% | 39 |
|
|
2021
Q4 | $3.92M | Sell |
99,359
-4,082
| -4% | -$161K | 0.72% | 28 |
|
|
2021
Q3 | $4.24M | Sell |
103,441
-27,852
| -21% | -$1.14M | 0.95% | 22 |
|
|
2021
Q2 | $5.93M | Sell |
131,293
-27,774
| -17% | -$1.25M | 1.15% | 23 |
|
|
2021
Q1 | $6.89M | Sell |
159,067
-2,140
| -1% | -$92.7K | 1.55% | 21 |
|
|
2020
Q4 | $6.77M | Buy |
161,207
+45,193
| +39% | +$1.9M | 1.52% | 20 |
|
|
2020
Q3 | $4.13M | Buy |
+116,014
| New | +$4.13M | 0.97% | 22 |
|