Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,171
| Closed | -$550K | – | 927 |
|
|
2023
Q3 | $550K | Buy |
18,171
+8
| +0% | +$242 | 0.03% | 487 |
|
|
2023
Q2 | $574K | Buy |
+18,163
| New | +$574K | 0.03% | 481 |
|
|
2022
Q3 | – | Sell |
-30,414
| Closed | -$983K | – | 890 |
|
|
2022
Q2 | $983K | Hold |
30,414
| – | – | 0.07% | 300 |
|
|
2022
Q1 | $1.12M | Buy |
30,414
+29
| +0.1% | +$1.07K | 0.06% | 285 |
|
|
2021
Q4 | $1.21M | Buy |
30,385
+17
| +0.1% | +$675 | 0.07% | 269 |
|
|
2021
Q3 | $1.26M | Buy |
30,368
+24
| +0.1% | +$995 | 0.08% | 239 |
|
|
2021
Q2 | $1.37M | Buy |
+30,344
| New | +$1.37M | 0.08% | 225 |
|
|
2021
Q1 | – | Sell |
-30,344
| Closed | -$1.27M | – | 809 |
|
|
2020
Q4 | $1.27M | Buy |
+30,344
| New | +$1.27M | 0.09% | 221 |
|