Oxinas Partners Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-23,546
| Closed | -$936K | – | 127 |
|
|
2021
Q4 | $936K | Sell |
23,546
-2,342
| -9% | -$93.1K | 0.53% | 51 |
|
|
2021
Q3 | $1.07M | Buy |
25,888
+1,820
| +8% | +$75.4K | 0.62% | 51 |
|
|
2021
Q2 | $1.09M | Buy |
24,068
+488
| +2% | +$22K | 0.62% | 52 |
|
|
2021
Q1 | $1.02M | Buy |
23,580
+973
| +4% | +$42.1K | 0.65% | 49 |
|
|
2020
Q4 | $949K | Buy |
+22,607
| New | +$949K | 0.7% | 41 |
|