LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $84K | Hold |
2,349
| – | – | 0.04% | 202 |
|
|
2020
Q2 | $75K | Buy |
2,349
+473
| +25% | +$15.1K | 0.03% | 206 |
|
|
2020
Q1 | $51K | Buy |
1,876
+1,606
| +595% | +$43.7K | 0.03% | 220 |
|
|
2019
Q4 | $10K | Hold |
270
| – | – | ﹤0.01% | 416 |
|
|
2019
Q3 | $9K | Buy |
270
+86
| +47% | +$2.87K | ﹤0.01% | 417 |
|
|
2019
Q2 | $6K | Hold |
184
| – | – | ﹤0.01% | 440 |
|
|
2019
Q1 | $6K | Hold |
184
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 424 |
|