McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,930
| Closed | -$127K | – | 324 |
|
|
2024
Q1 | $127K | Hold |
3,930
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $126K | Buy |
3,930
+75
| +2% | +$2.41K | 0.1% | 94 |
|
|
2023
Q3 | $116K | Hold |
3,855
| – | – | 0.1% | 90 |
|
|
2023
Q2 | $121K | Sell |
3,855
-2,510
| -39% | -$78.8K | 0.1% | 93 |
|
|
2023
Q1 | $199K | Sell |
6,365
-5
| -0.1% | -$156 | 0.18% | 65 |
|
|
2022
Q4 | $191K | Buy |
6,370
+831
| +15% | +$24.9K | 0.18% | 67 |
|
|
2022
Q3 | $153K | Buy |
+5,539
| New | +$153K | 0.15% | 69 |
|