RFA
RTD Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
25,752
-522
| -2% | -$20.4K | 0.13% | 62 |
|
|
2025
Q1 | $918K | Buy |
26,274
+219
| +0.8% | +$7.65K | 0.12% | 63 |
|
|
2024
Q4 | $870K | Buy |
26,055
+798
| +3% | +$26.6K | 0.11% | 65 |
|
|
2024
Q3 | $920K | Buy |
25,257
+4,888
| +24% | +$178K | 0.12% | 66 |
|
|
2024
Q2 | $683K | Buy |
20,369
+1,123
| +6% | +$37.7K | 0.09% | 70 |
|
|
2024
Q1 | $620K | Buy |
19,246
+265
| +1% | +$8.54K | 0.08% | 70 |
|
|
2023
Q4 | $609K | Buy |
18,981
+617
| +3% | +$19.8K | 0.09% | 70 |
|
|
2023
Q3 | $556K | Buy |
18,364
+48
| +0.3% | +$1.45K | 0.08% | 71 |
|
|
2023
Q2 | $579K | Sell |
18,316
-2,787
| -13% | -$88.2K | 0.08% | 69 |
|
|
2023
Q1 | $664K | Buy |
21,103
+638
| +3% | +$20.1K | 0.1% | 65 |
|
|
2022
Q4 | $615K | Buy |
20,465
+368
| +2% | +$11.1K | 0.1% | 67 |
|
|
2022
Q3 | $556K | Sell |
20,097
-703
| -3% | -$19.4K | 0.1% | 66 |
|
|
2022
Q2 | $672K | Buy |
20,800
+6,465
| +45% | +$209K | 0.1% | 70 |
|
|
2022
Q1 | $527K | Buy |
14,335
+1,230
| +9% | +$45.2K | 0.07% | 77 |
|
|
2021
Q4 | $521K | Buy |
+13,105
| New | +$521K | 0.07% | 80 |
|