Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.89K | Hold |
152
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $4.86K | Buy |
+152
| New | +$4.86K | ﹤0.01% | 534 |
|
|
2023
Q3 | – | Sell |
-149
| Closed | -$4.71K | – | 790 |
|
|
2023
Q2 | $4.71K | Buy |
+149
| New | +$4.71K | ﹤0.01% | 519 |
|
|
2021
Q3 | – | Sell |
-1,772
| Closed | -$80K | – | 648 |
|
|
2021
Q2 | $80K | Buy |
1,772
+69
| +4% | +$3.12K | 0.04% | 181 |
|
|
2021
Q1 | $74K | Hold |
1,703
| – | – | 0.03% | 224 |
|
|
2020
Q4 | $71K | Buy |
1,703
+14
| +0.8% | +$584 | 0.03% | 216 |
|
|
2020
Q3 | $60K | Buy |
+1,689
| New | +$60K | 0.03% | 223 |
|