TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-749
| Closed | -$23.6K | – | 846 |
|
|
2023
Q1 | $23.6K | Buy |
749
+186
| +33% | +$5.86K | ﹤0.01% | 646 |
|
|
2022
Q4 | $16.9K | Hold |
563
| – | – | ﹤0.01% | 777 |
|
|
2022
Q3 | $16K | Hold |
563
| – | – | ﹤0.01% | 761 |
|
|
2022
Q2 | $18K | Hold |
563
| – | – | ﹤0.01% | 680 |
|
|
2022
Q1 | $21K | Buy |
563
+2
| +0.4% | +$75 | ﹤0.01% | 674 |
|
|
2021
Q4 | $22K | Buy |
561
+137
| +32% | +$5.37K | ﹤0.01% | 662 |
|
|
2021
Q3 | $18K | Buy |
+424
| New | +$18K | ﹤0.01% | 712 |
|