Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,582
| Closed | -$425K | – | 180 |
|
|
2022
Q1 | $425K | Buy |
11,582
+4,725
| +69% | +$173K | 0.03% | 138 |
|
|
2021
Q4 | $273K | Buy |
+6,857
| New | +$273K | 0.02% | 182 |
|
|
2020
Q1 | – | Sell |
-29,300
| Closed | -$1.05M | – | 161 |
|
|
2019
Q4 | $1.05M | Buy |
29,300
+13,600
| +87% | +$489K | 0.2% | 93 |
|
|
2019
Q3 | $511K | Sell |
15,700
-14,300
| -48% | -$465K | 0.1% | 116 |
|
|
2019
Q2 | $10.3K | Buy |
+30,000
| New | +$10.3K | 0.2% | 91 |
|