LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,084
| Closed | -$32.8K | – | 566 |
|
|
2023
Q3 | $32.8K | Hold |
1,084
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $34.3K | Hold |
1,084
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $34.1K | Buy |
+1,084
| New | +$34.1K | ﹤0.01% | 440 |
|
|
2019
Q2 | – | Sell |
-332
| Closed | -$11K | – | 720 |
|
|
2019
Q1 | $11K | Buy |
+332
| New | +$11K | ﹤0.01% | 553 |
|