MLA
My Legacy 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
Q3 | – | Sell |
-13,900
| Closed | -$459K | – | 213 |
|
|
2023
Q2 | $459K | Sell |
13,900
-2,268
| -14% | -$74.8K | 0.18% | 155 |
|
|
2023
Q1 | $508K | Buy |
16,168
+589
| +4% | +$18.5K | 0.22% | 143 |
|
|
2022
Q4 | $509K | Buy |
15,579
+5,935
| +62% | +$194K | 0.22% | 151 |
|
|
2022
Q3 | $262K | Buy |
9,644
+503
| +6% | +$13.7K | 0.13% | 182 |
|
|
2022
Q2 | $287K | Buy |
+9,141
| New | +$287K | 0.14% | 180 |
|