LifePlan Financial Group’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
2020
Q3
$84K Hold
2020
Q2
$75K Buy
2020
Q1
$51K Buy
2019
Q4
$10K Hold
2019
Q3
$9K Buy
2019
Q2
$6K Hold
2019
Q1
$6K Hold
2018
Q4
$6K Buy