Prosperity Planning’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
Q2 | – | Hold |
0
| – | -$119K | – | 97 |
|
|
2022
Q1 | – | Hold |
0
| – | -$104K | – | 76 |
|
|
2021
Q4 | – | Hold |
0
| – | -$166K | – | 80 |
|
|
2021
Q3 | – | Hold |
0
| – | -$272K | – | 74 |
|
|
2021
Q2 | – | Sell |
-5,946
| Closed | -$258K | – | 64 |
|
|
2021
Q1 | $258K | Sell |
5,946
-1,024
| -15% | -$44.4K | 0.18% | 64 |
|
|
2020
Q4 | $293K | Buy |
+6,970
| New | +$293K | 0.25% | 55 |
|