Riverwater Partners’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
Q2 | – | Sell |
-8,430
| Closed | -$265K | – | 191 |
|
|
2023
Q1 | $265K | Sell |
8,430
-7,592
| -47% | -$239K | 0.24% | 139 |
|
|
2022
Q4 | $482K | Sell |
16,022
-684
| -4% | -$20.6K | 0.41% | 76 |
|
|
2022
Q3 | $462K | Sell |
16,706
-4,660
| -22% | -$129K | 0.46% | 68 |
|
|
2022
Q2 | $690K | Buy |
21,366
+64
| +0.3% | +$2.07K | 0.7% | 37 |
|
|
2022
Q1 | $782K | Sell |
21,302
-420
| -2% | -$15.4K | 1.29% | 25 |
|
|
2021
Q4 | $863K | Buy |
+21,722
| New | +$863K | 0.77% | 34 |
|