Liberty Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $994K | Sell |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $4.94M | Sell |
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|
2021
Q1 | $4.92M | Hold |
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|
2020
Q4 | $4.92M | Sell |
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|
2020
Q3 | $4M | Buy |
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|
2020
Q2 | $3.1M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $11K | Sell |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $36K | Buy |
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