Plante Moran Financial Advisors’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
Q4 | – | Sell |
-818
| Closed | -$23K | – | 900 |
|
|
2022
Q3 | $23K | Buy |
818
+817
| +81,700% | +$23K | ﹤0.01% | 426 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 995 |
|
|
2022
Q1 | – | Sell |
-507
| Closed | -$20K | – | 865 |
|
|
2021
Q4 | $20K | Buy |
+507
| New | +$20K | ﹤0.01% | 553 |
|
|
2019
Q1 | – | Sell |
-257
| Closed | -$8K | – | 818 |
|
|
2018
Q4 | $8K | Buy |
+257
| New | +$8K | ﹤0.01% | 528 |
|