TA
Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.86M | Sell |
61,262
-74,169
| -55% | -$2.25M | 0.08% | 77 |
|
|
2023
Q2 | $4.28M | Sell |
135,431
-1,483
| -1% | -$46.9K | 0.18% | 52 |
|
|
2023
Q1 | $4.31M | Buy |
136,914
+45,068
| +49% | +$1.42M | 0.2% | 49 |
|
|
2022
Q4 | $2.76M | Sell |
91,846
-39,918
| -30% | -$1.2M | 0.13% | 64 |
|
|
2022
Q3 | $3.65M | Buy |
131,764
+72,619
| +123% | +$2.01M | 0.22% | 52 |
|
|
2022
Q2 | $1.91M | Sell |
59,145
-6,404
| -10% | -$207K | 0.14% | 73 |
|
|
2022
Q1 | $2.41M | Buy |
65,549
+33,271
| +103% | +$1.22M | 0.12% | 78 |
|
|
2021
Q4 | $1.28M | Buy |
32,278
+1,624
| +5% | +$64.5K | 0.06% | 122 |
|
|
2021
Q3 | $1.27M | Sell |
30,654
-1,062
| -3% | -$44K | 0.07% | 116 |
|
|
2021
Q2 | $1.43M | Hold |
31,716
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $1.37M | Hold |
31,716
| – | – | 0.06% | 133 |
|
|
2020
Q4 | $1.33M | Sell |
31,716
-3,476
| -10% | -$146K | 0.06% | 126 |
|
|
2020
Q3 | $1.25M | Sell |
35,192
-46,314
| -57% | -$1.65M | 0.06% | 156 |
|
|
2020
Q2 | $2.61M | Buy |
81,506
+48,534
| +147% | +$1.56M | 0.14% | 98 |
|
|
2020
Q1 | $902K | Buy |
+32,972
| New | +$902K | 0.06% | 161 |
|