Rede Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,825
| Closed | -$205K | – | 93 |
|
|
2022
Q4 | $205K | Buy |
+6,825
| New | +$205K | 0.11% | 87 |
|
|
2022
Q3 | – | Sell |
-7,607
| Closed | -$246K | – | 93 |
|
|
2022
Q2 | $246K | Sell |
7,607
-10,820
| -59% | -$350K | 0.14% | 86 |
|
|
2022
Q1 | $677K | Buy |
18,427
+241
| +1% | +$8.85K | 0.32% | 44 |
|
|
2021
Q4 | $723K | Buy |
18,186
+111
| +0.6% | +$4.41K | 0.36% | 38 |
|
|
2021
Q3 | $749K | Buy |
18,075
+906
| +5% | +$37.5K | 0.4% | 39 |
|
|
2021
Q2 | $775K | Buy |
17,169
+1,123
| +7% | +$50.7K | 0.41% | 34 |
|
|
2021
Q1 | $695K | Buy |
16,046
+1,066
| +7% | +$46.2K | 0.4% | 38 |
|
|
2020
Q4 | $629K | Buy |
+14,980
| New | +$629K | 0.43% | 33 |
|