PA
Paracle 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
Q1 | $492K | Hold |
11,374
| – | – | 0.09% | 68 |
|
|
2020
Q4 | $477K | Buy |
11,374
+295
| +3% | +$12.4K | 0.09% | 71 |
|
|
2020
Q3 | $394K | Hold |
11,079
| – | – | 0.09% | 72 |
|
|
2020
Q2 | $355K | Buy |
11,079
+66
| +0.6% | +$2.12K | 0.08% | 71 |
|
|
2020
Q1 | $301K | Buy |
+11,013
| New | +$301K | 0.08% | 69 |
|
|
2019
Q3 | – | Sell |
-6,141
| Closed | -$208K | – | 70 |
|
|
2019
Q2 | $208K | Sell |
6,141
-301
| -5% | -$10.2K | 0.05% | 64 |
|
|
2019
Q1 | $219K | Buy |
+6,442
| New | +$219K | 0.06% | 62 |
|