Octavia Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Sell |
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2024
Q2 | $218K | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $21.1M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.42M | Buy |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $8.99M | Buy |
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|
2021
Q2 | $7.83M | Buy |
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|
2021
Q1 | $6.21M | Buy |
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|
2020
Q4 | $3.9M | Buy |
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