LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-144
| Closed | -$5.24K | – | 736 |
|
|
2024
Q3 | $5.24K | Hold |
144
| – | – | 0.01% | 521 |
|
|
2024
Q2 | $4.82K | Buy |
144
+1
| +0.7% | +$33 | 0.01% | 600 |
|
|
2024
Q1 | $4.6K | Hold |
143
| – | – | 0.01% | 634 |
|
|
2023
Q4 | $4.58K | Buy |
143
+3
| +2% | +$96 | 0.01% | 650 |
|
|
2023
Q3 | $4.24K | Buy |
+140
| New | +$4.24K | 0.01% | 658 |
|