J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.42M | Sell |
79,938
-6,499
| -8% | -$197K | 0.01% | 679 |
|
|
2023
Q2 | $2.73M | Sell |
86,437
-12,063
| -12% | -$382K | 0.01% | 472 |
|
|
2023
Q1 | $3.1M | Buy |
98,500
+14,266
| +17% | +$449K | 0.01% | 735 |
|
|
2022
Q4 | $2.53M | Buy |
84,234
+16,806
| +25% | +$505K | 0.01% | 767 |
|
|
2022
Q3 | $1.87M | Sell |
67,428
-395
| -0.6% | -$10.9K | ﹤0.01% | 865 |
|
|
2022
Q2 | $2.19M | Buy |
67,823
+5,019
| +8% | +$162K | 0.01% | 813 |
|
|
2022
Q1 | $2.31M | Buy |
62,804
+28,456
| +83% | +$1.05M | 0.01% | 853 |
|
|
2021
Q4 | $1.37M | Buy |
34,348
+1,876
| +6% | +$74.6K | ﹤0.01% | 1090 |
|
|
2021
Q3 | $1.35M | Buy |
32,472
+4,489
| +16% | +$186K | ﹤0.01% | 1071 |
|
|
2021
Q2 | $1.26M | Buy |
27,983
+8,446
| +43% | +$381K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $846K | Buy |
19,537
+1,856
| +10% | +$80.4K | ﹤0.01% | 1113 |
|
|
2020
Q4 | $742K | Buy |
17,681
+1,405
| +9% | +$59K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $580K | Buy |
16,276
+1,447
| +10% | +$51.6K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $476K | Buy |
+14,829
| New | +$476K | ﹤0.01% | 1125 |
|