Sterling Investment Advisors (Pennsylvania)’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
2018
Q4
Sell
-2,800
Closed -$93K 410
2018
Q3
$93K Hold
2,800
0.05% 161
2018
Q2
$94K Hold
2,800
0.06% 150
2018
Q1
$106K Buy
2,800
+1,400
+100% +$53K 0.07% 138
2017
Q4
$52K Buy
+1,400
New +$52K 0.03% 180