MGWM
Marks Group Wealth Management’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
Q4 | – | Sell |
-53,745
| Closed | -$1.49M | – | 283 |
|
|
2022
Q3 | $1.49M | Buy |
53,745
+1,069
| +2% | +$29.6K | 0.23% | 124 |
|
|
2022
Q2 | $1.7M | Sell |
52,676
-41,886
| -44% | -$1.35M | 0.25% | 118 |
|
|
2022
Q1 | $3.47M | Buy |
94,562
+35,952
| +61% | +$1.32M | 0.44% | 85 |
|
|
2021
Q4 | $2.33M | Buy |
58,610
+47,158
| +412% | +$1.88M | 0.28% | 109 |
|
|
2021
Q3 | $479K | Sell |
11,452
-4,048
| -26% | -$169K | 0.06% | 206 |
|
|
2021
Q2 | $700K | Buy |
+15,500
| New | +$700K | 0.1% | 161 |
|