Midwest Heritage Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,876
| Closed | -$207K | – | 56 |
|
|
2022
Q4 | $207K | Sell |
6,876
-1,025
| -13% | -$30.8K | 0.2% | 59 |
|
|
2022
Q3 | $219K | Sell |
7,901
-1,142
| -13% | -$31.7K | 0.23% | 57 |
|
|
2022
Q2 | $292K | Sell |
9,043
-887
| -9% | -$28.6K | 0.26% | 53 |
|
|
2022
Q1 | $365K | Sell |
9,930
-409
| -4% | -$15K | 0.29% | 44 |
|
|
2021
Q4 | $411K | Buy |
+10,339
| New | +$411K | 0.4% | 35 |
|