SMA
Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-644
| Closed | -$20.4K | – | 368 |
|
|
2023
Q2 | $20.4K | Sell |
644
-465
| -42% | -$14.7K | ﹤0.01% | 316 |
|
|
2023
Q1 | $34.9K | Hold |
1,109
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $33.3K | Buy |
+1,109
| New | +$33.3K | 0.01% | 236 |
|
|
2022
Q1 | – | Sell |
-1,109
| Closed | -$44K | – | 640 |
|
|
2021
Q4 | $44K | Buy |
+1,109
| New | +$44K | 0.01% | 622 |
|
|
2021
Q2 | – | Sell |
-1,109
| Closed | -$48K | – | 526 |
|
|
2021
Q1 | $48K | Buy |
+1,109
| New | +$48K | 0.01% | 401 |
|