OWA
Outlook Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-120,797
| Closed | -$5.01M | – | 212 |
|
|
2021
Q3 | $5.01M | Buy |
120,797
+11,223
| +10% | +$465K | 1.64% | 13 |
|
|
2021
Q2 | $4.95M | Sell |
109,574
-11,272
| -9% | -$509K | 1.58% | 14 |
|
|
2021
Q1 | $5.23M | Buy |
+120,846
| New | +$5.23M | 1.82% | 14 |
|