MLA
My Legacy Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,999
| Closed | -$224K | – | 212 |
|
|
2023
Q2 | $224K | Sell |
2,999
-1,802
| -38% | -$135K | 0.09% | 201 |
|
|
2023
Q1 | $347K | Sell |
4,801
-437
| -8% | -$31.6K | 0.15% | 172 |
|
|
2022
Q4 | $375K | Sell |
5,238
-3,767
| -42% | -$270K | 0.16% | 171 |
|
|
2022
Q3 | $505K | Sell |
9,005
-5,777
| -39% | -$324K | 0.25% | 143 |
|
|
2022
Q2 | $911K | Sell |
14,782
-3,978
| -21% | -$245K | 0.46% | 69 |
|
|
2022
Q1 | $1.38M | Buy |
+18,760
| New | +$1.38M | 0.64% | 34 |
|