TLFA
True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+6,047
| New | +$237K | 0.02% | 81 |
|
|
2023
Q4 | – | Sell |
-24,135
| Closed | -$731K | – | 67 |
|
|
2023
Q3 | $731K | Buy |
24,135
+1,723
| +8% | +$52.2K | 0.09% | 66 |
|
|
2023
Q2 | $709K | Hold |
22,412
| – | – | 0.09% | 67 |
|
|
2023
Q1 | $706K | Hold |
22,412
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $674K | Sell |
22,412
-17,860
| -44% | -$537K | 0.09% | 66 |
|
|
2022
Q3 | $1.11M | Sell |
40,272
-224,846
| -85% | -$6.22M | 0.16% | 51 |
|
|
2022
Q2 | $8.57M | Sell |
265,118
-58,663
| -18% | -$1.9M | 1.3% | 15 |
|
|
2022
Q1 | $11.9M | Sell |
323,781
-42,988
| -12% | -$1.58M | 1.72% | 12 |
|
|
2021
Q4 | $14.6M | Buy |
366,769
+32,678
| +10% | +$1.3M | 1.95% | 10 |
|
|
2021
Q3 | $13.8M | Buy |
334,091
+11,807
| +4% | +$489K | 1.9% | 10 |
|
|
2021
Q2 | $14.6M | Sell |
322,284
-25,928
| -7% | -$1.17M | 2.13% | 10 |
|
|
2021
Q1 | $15.1M | Buy |
348,212
+13,971
| +4% | +$605K | 2.19% | 10 |
|
|
2020
Q4 | $14M | Buy |
+334,241
| New | +$14M | 2.2% | 10 |
|