Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.07K | Sell |
92
-2,227
| -96% | -$74.4K | ﹤0.01% | 609 |
|
|
2024
Q3 | $84.4K | Buy |
2,319
+709
| +44% | +$25.8K | 0.02% | 247 |
|
|
2024
Q2 | $54K | Hold |
1,610
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $51.9K | Buy |
1,610
+363
| +29% | +$11.7K | 0.01% | 289 |
|
|
2023
Q4 | $40K | Hold |
1,247
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $37.8K | Sell |
1,247
-1,340
| -52% | -$40.6K | 0.01% | 321 |
|
|
2023
Q2 | $81.8K | Hold |
2,587
| – | – | 0.02% | 230 |
|
|
2023
Q1 | $81.4K | Buy |
2,587
+797
| +45% | +$25.1K | 0.02% | 223 |
|
|
2022
Q4 | $53.8K | Hold |
1,790
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $50K | Buy |
1,790
+218
| +14% | +$6.09K | 0.01% | 280 |
|
|
2022
Q2 | $51K | Hold |
1,572
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $58K | Hold |
1,572
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $62K | Hold |
1,572
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $65K | Hold |
1,572
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $71K | Sell |
1,572
-198,189
| -99% | -$8.95M | 0.02% | 226 |
|
|
2021
Q1 | $58 | Buy |
199,761
+198,414
| +14,730% | +$58 | 0.02% | 250 |
|
|
2020
Q4 | $56K | Buy |
1,347
+83
| +7% | +$3.45K | 0.02% | 240 |
|
|
2020
Q3 | $47K | Hold |
1,264
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $41K | Hold |
1,264
| – | – | 0.02% | 262 |
|
|
2020
Q1 | $35K | Buy |
+1,264
| New | +$35K | 0.02% | 257 |
|