Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-784
| Closed | -$27K | – | 361 |
|
|
2019
Q1 | $27K | Buy |
784
+75
| +11% | +$2.58K | 0.01% | 397 |
|
|
2018
Q4 | $22K | Buy |
709
+17
| +2% | +$528 | 0.01% | 387 |
|
|
2018
Q3 | $23K | Hold |
692
| – | – | 0.01% | 354 |
|
|
2018
Q2 | $24K | Buy |
692
+4
| +0.6% | +$139 | 0.01% | 350 |
|
|
2018
Q1 | $25K | Buy |
688
+12
| +2% | +$436 | 0.01% | 330 |
|
|
2017
Q4 | $24K | Buy |
+676
| New | +$24K | 0.01% | 340 |
|