KFP
KB Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $314K | Hold |
4,544
| – | – | 0.09% | 142 |
|
|
2023
Q2 | $331K | Sell |
4,544
-302
| -6% | -$22K | 0.09% | 140 |
|
|
2023
Q1 | $348K | Sell |
4,846
-308
| -6% | -$22.1K | 0.1% | 125 |
|
|
2022
Q4 | $339K | Sell |
5,154
-390
| -7% | -$25.7K | 0.12% | 128 |
|
|
2022
Q3 | $311K | Buy |
5,544
+5
| +0.1% | +$280 | 0.11% | 129 |
|
|
2022
Q2 | $348K | Sell |
5,539
-10
| -0.2% | -$628 | 0.12% | 106 |
|
|
2022
Q1 | $409K | Sell |
5,549
-355
| -6% | -$26.2K | 0.11% | 102 |
|
|
2021
Q4 | $469K | Buy |
5,904
+557
| +10% | +$44.2K | 0.13% | 82 |
|
|
2021
Q3 | $419K | Buy |
5,347
+603
| +13% | +$47.3K | 0.15% | 84 |
|
|
2021
Q2 | $375K | Buy |
4,744
+150
| +3% | +$11.9K | 0.14% | 86 |
|
|
2021
Q1 | $349K | Buy |
+4,594
| New | +$349K | 0.15% | 70 |
|