SPIA
Strategic Point Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,714
| Closed | -$504K | – | 30 |
|
|
2022
Q1 | $504K | Buy |
13,714
+1,655
| +14% | +$60.8K | 0.12% | 26 |
|
|
2021
Q4 | $479K | Buy |
12,059
+765
| +7% | +$30.4K | 0.11% | 23 |
|
|
2021
Q3 | $468K | Buy |
11,294
+468
| +4% | +$19.4K | 0.11% | 23 |
|
|
2021
Q2 | $489K | Buy |
10,826
+135
| +1% | +$6.1K | 0.12% | 23 |
|
|
2021
Q1 | $463K | Buy |
10,691
+1,821
| +21% | +$78.9K | 0.12% | 22 |
|
|
2020
Q4 | $396K | Buy |
+8,870
| New | +$396K | 0.11% | 22 |
|