TFO Wealth Partners’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
Q2 | – | Sell |
-318
| Closed | -$10.2K | – | 275 |
|
|
2024
Q1 | $10.2K | Sell |
318
-150
| -32% | -$4.83K | ﹤0.01% | 91 |
|
|
2023
Q4 | $15K | Buy |
468
+178
| +61% | +$5.71K | ﹤0.01% | 86 |
|
|
2023
Q3 | $9.17K | Hold |
290
| – | – | ﹤0.01% | 165 |
|
|
2023
Q2 | $9.17K | Hold |
290
| – | – | ﹤0.01% | 156 |
|
|
2023
Q1 | $9.13K | Sell |
290
-27,386
| -99% | -$862K | ﹤0.01% | 113 |
|
|
2022
Q4 | $1.29M | Buy |
27,676
+26,552
| +2,362% | +$1.24M | 0.3% | 18 |
|
|
2022
Q3 | $31K | Sell |
1,124
-2,837
| -72% | -$78.2K | 0.01% | 62 |
|
|
2022
Q2 | $128K | Sell |
3,961
-450
| -10% | -$14.5K | 0.03% | 52 |
|
|
2022
Q1 | $162K | Buy |
+4,411
| New | +$162K | 0.03% | 47 |
|