MCIA
Mountain Capital Investment 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
Q1 | – | Sell |
-142,240
| Closed | -$4.59M | – | 73 |
|
|
2022
Q4 | $4.59M | Sell |
142,240
-117,029
| -45% | -$3.78M | 2.09% | 9 |
|
|
2022
Q3 | $7.1M | Buy |
259,269
+12,303
| +5% | +$337K | 3.72% | 6 |
|
|
2022
Q2 | $7.97M | Sell |
246,966
-405
| -0.2% | -$13.1K | 3.99% | 6 |
|
|
2022
Q1 | $8.92M | Buy |
247,371
+33,238
| +16% | +$1.2M | 4.21% | 6 |
|
|
2021
Q4 | $8.72M | Buy |
214,133
+148,266
| +225% | +$6.03M | 3.95% | 5 |
|
|
2021
Q3 | $2.75M | Sell |
65,867
-45,014
| -41% | -$1.88M | 1.45% | 16 |
|
|
2021
Q2 | $4.78M | Buy |
110,881
+22,690
| +26% | +$979K | 2.21% | 10 |
|
|
2021
Q1 | $3.83M | Sell |
88,191
-4,073
| -4% | -$177K | 1.92% | 9 |
|
|
2020
Q4 | $4.05M | Buy |
92,264
+2,029
| +2% | +$89K | 2.44% | 5 |
|
|
2020
Q3 | $3.38M | Buy |
+90,235
| New | +$3.38M | 2.18% | 9 |
|
|
2020
Q2 | – | Sell |
-204,111
| Closed | -$5.82M | – | 50 |
|
|
2020
Q1 | $5.82M | Buy |
+204,111
| New | +$5.82M | 3.01% | 10 |
|