KWM
Kingsview Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
5,882
-89
| -1% | -$3.49K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $209K | Sell |
5,971
-111
| -2% | -$3.88K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $203K | Sell |
6,082
-1,305
| -18% | -$43.6K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $269K | Sell |
7,387
-296
| -4% | -$10.8K | 0.01% | 923 |
|
|
2024
Q2 | $258K | Buy |
7,683
+1,279
| +20% | +$42.9K | 0.01% | 894 |
|
|
2024
Q1 | $206K | Sell |
6,404
-958
| -13% | -$30.9K | 0.01% | 957 |
|
|
2023
Q4 | $236K | Sell |
7,362
-510
| -6% | -$16.4K | 0.01% | 843 |
|
|
2023
Q3 | $238K | Sell |
7,872
-534
| -6% | -$16.2K | 0.01% | 833 |
|
|
2023
Q2 | $266K | Sell |
8,406
-290
| -3% | -$9.17K | 0.01% | 781 |
|
|
2023
Q1 | $274K | Sell |
8,696
-2,503
| -22% | -$78.8K | 0.01% | 738 |
|
|
2022
Q4 | $337K | Sell |
11,199
-1,923
| -15% | -$57.8K | 0.01% | 621 |
|
|
2022
Q3 | $363K | Buy |
13,122
+3,086
| +31% | +$85.4K | 0.02% | 585 |
|
|
2022
Q2 | $324K | Buy |
10,036
+2,521
| +34% | +$81.4K | 0.02% | 643 |
|
|
2022
Q1 | $276K | Buy |
7,515
+644
| +9% | +$23.7K | 0.01% | 724 |
|
|
2021
Q4 | $273K | Buy |
6,871
+617
| +10% | +$24.5K | 0.01% | 756 |
|
|
2021
Q3 | $259K | Buy |
6,254
+338
| +6% | +$14K | 0.01% | 727 |
|
|
2021
Q2 | $265K | Buy |
5,916
+89
| +2% | +$3.99K | 0.01% | 737 |
|
|
2021
Q1 | $255K | Hold |
5,827
| – | – | 0.01% | 690 |
|
|
2020
Q4 | $245K | Sell |
5,827
-1,478
| -20% | -$62.1K | 0.02% | 595 |
|
|
2020
Q3 | $260K | Sell |
7,305
-417
| -5% | -$14.8K | 0.02% | 508 |
|
|
2020
Q2 | $248K | Buy |
+7,722
| New | +$248K | 0.02% | 481 |
|