LWA
Lineweaver Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-125,642
| Closed | -$4.61M | – | 135 |
|
|
2022
Q1 | $4.61M | Buy |
+125,642
| New | +$4.61M | 1.32% | 16 |
|
|
2021
Q2 | – | Sell |
-5,381
| Closed | -$233K | – | 124 |
|
|
2021
Q1 | $233K | Sell |
5,381
-276,203
| -98% | -$12M | 0.08% | 103 |
|
|
2020
Q4 | $11.8M | Buy |
281,584
+68,489
| +32% | +$2.87M | 4.64% | 6 |
|
|
2020
Q3 | $7.59M | Sell |
213,095
-1,541
| -0.7% | -$54.9K | 3.39% | 8 |
|
|
2020
Q2 | $6.89M | Buy |
214,636
+61,146
| +40% | +$1.96M | 3.5% | 7 |
|
|
2020
Q1 | $4.21M | Buy |
+153,490
| New | +$4.21M | 2.65% | 13 |
|