SWM
Selective Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63
| Closed | -$2K | – | 289 |
|
|
2022
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $2K | Sell |
63
-463
| -88% | -$14.7K | ﹤0.01% | 657 |
|
|
2021
Q4 | $21K | Buy |
+526
| New | +$21K | 0.01% | 402 |
|
|
2020
Q3 | – | Sell |
-490
| Closed | -$16K | – | 342 |
|
|
2020
Q2 | $16K | Buy |
+490
| New | +$16K | 0.01% | 195 |
|