Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,037
| Closed | -$202K | – | 111 |
|
|
2024
Q2 | $202K | Buy |
+6,037
| New | +$202K | 0.04% | 106 |
|
|
2022
Q4 | – | Sell |
-7,467
| Closed | -$207K | – | 94 |
|
|
2022
Q3 | $207K | Sell |
7,467
-852
| -10% | -$23.6K | 0.07% | 82 |
|
|
2022
Q2 | $269K | Buy |
8,319
+792
| +11% | +$25.6K | 0.09% | 73 |
|
|
2022
Q1 | $276K | Buy |
7,527
+213
| +3% | +$7.81K | 0.09% | 70 |
|
|
2021
Q4 | $291K | Buy |
7,314
+1,382
| +23% | +$55K | 0.09% | 69 |
|
|
2021
Q3 | $246K | Buy |
5,932
+714
| +14% | +$29.6K | 0.09% | 73 |
|
|
2021
Q2 | $236K | Sell |
5,218
-320
| -6% | -$14.5K | 0.08% | 75 |
|
|
2021
Q1 | $240K | Buy |
5,538
+571
| +11% | +$24.7K | 0.09% | 75 |
|
|
2020
Q4 | $209K | Buy |
+4,967
| New | +$209K | 0.08% | 81 |
|